HC

Hurley Capital Portfolio holdings

AUM $179M
1-Year Est. Return 21.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$964K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.65M
3
+$1.48M
4
RL icon
Ralph Lauren
RL
+$620K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$580K

Top Sells

1
+$2.09M
2
+$1.14M
3
+$686K
4
GLPI icon
Gaming and Leisure Properties
GLPI
+$664K
5
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$544K

Sector Composition

1 Energy 5.72%
2 Financials 5.34%
3 Communication Services 4.29%
4 Technology 3.36%
5 Consumer Discretionary 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLU icon
176
State Street Utilities Select Sector SPDR ETF
XLU
$24.6B
$49.3K 0.03%
1,155
+3
BND icon
177
Vanguard Total Bond Market
BND
$151B
$48.8K 0.03%
659
ETHE
178
Grayscale Ethereum Staking ETF Shares
ETHE
$1.91B
$46.3K 0.03%
1,900
CCJ icon
179
Cameco
CCJ
$53.6B
$45.7K 0.03%
500
IVW icon
180
iShares S&P 500 Growth ETF
IVW
$70.2B
$45.4K 0.03%
+368
NUV icon
181
Nuveen Municipal Value Fund
NUV
$1.9B
$45.3K 0.03%
5,000
COF icon
182
Capital One
COF
$121B
$44.6K 0.03%
184
+161
GBDC icon
183
Golub Capital BDC
GBDC
$3.61B
$43.9K 0.02%
3,238
IWO icon
184
iShares Russell 2000 Growth ETF
IWO
$13.9B
$43.8K 0.02%
135
VCSH icon
185
Vanguard Short-Term Corporate Bond ETF
VCSH
$41.6B
$43.1K 0.02%
540
PEP icon
186
PepsiCo
PEP
$217B
$40.8K 0.02%
284
-15
PEY icon
187
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.07B
$40.8K 0.02%
2,000
AIQ icon
188
Global X Artificial Intelligence & Technology ETF
AIQ
$8.63B
$40.5K 0.02%
796
VOE icon
189
Vanguard Mid-Cap Value ETF
VOE
$22.4B
$39.5K 0.02%
223
+3
PFE icon
190
Pfizer
PFE
$152B
$39.1K 0.02%
1,570
+4
FEX icon
191
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.5B
$38.5K 0.02%
325
VGLT icon
192
Vanguard Long-Term Treasury ETF
VGLT
$9.87B
$38.1K 0.02%
682
AMD icon
193
Advanced Micro Devices
AMD
$578B
$37.9K 0.02%
177
+17
MAA icon
194
Mid-America Apartment Communities
MAA
$15B
$37.6K 0.02%
271
+112
OEF icon
195
iShares S&P 100 ETF
OEF
$19.7B
$37.4K 0.02%
+109
SOFI icon
196
SoFi Technologies
SOFI
$20.5B
$36.7K 0.02%
1,400
KLAC icon
197
KLA
KLAC
$229B
$35.7K 0.02%
29
-2
INTC icon
198
Intel
INTC
$475B
$35.6K 0.02%
964
-5
GBTC icon
199
Grayscale Bitcoin Trust
GBTC
$30.3B
$35.3K 0.02%
517
QUAL icon
200
iShares MSCI USA Quality Factor ETF
QUAL
$50.1B
$35K 0.02%
+176
6 7
8
9 10