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HC

Hurley Capital Portfolio holdings

AUM $186M
1-Year Est. Return 23.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
742
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$2.63M
3
+$1.58M
4
IBHF icon
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
+$1.09M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$832K

Top Sells

1
+$4.12M
2
+$712K
3
+$198K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$161K
5
INBX icon
Inhibrx
INBX
+$131K

Sector Composition

1 Energy 9.9%
2 Financials 4.62%
3 Communication Services 4.13%
4 Technology 3.19%
5 Consumer Discretionary 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFE icon
176
Pfizer
PFE
$148B
$48.8K 0.03%
1,738
+168
BND icon
177
Vanguard Total Bond Market
BND
$157B
$48.5K 0.03%
659
AON icon
178
Aon
AON
$70.4B
$48.4K 0.03%
+150
EFV icon
179
iShares MSCI EAFE Value ETF
EFV
$24.5B
$47.8K 0.03%
643
-181
IBHG icon
180
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$501M
$46.9K 0.03%
2,117
-185,533
WFC icon
181
Wells Fargo
WFC
$254B
$46.3K 0.02%
582
+1
MCHI icon
182
iShares MSCI China ETF
MCHI
$6.32B
$46.2K 0.02%
822
ABT icon
183
Abbott
ABT
$154B
$45.5K 0.02%
443
+4
BABA icon
184
Alibaba
BABA
$270B
$45.3K 0.02%
361
NUV icon
185
Nuveen Municipal Value Fund
NUV
$1.89B
$45K 0.02%
5,000
VCIT icon
186
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$43.6K 0.02%
+527
KLAC icon
187
KLA
KLAC
$335B
$43.3K 0.02%
29
PEY icon
188
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.09B
$42.8K 0.02%
2,000
VCSH icon
189
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$42.8K 0.02%
540
INTC icon
190
Intel
INTC
$643B
$42.6K 0.02%
965
+1
IWO icon
191
iShares Russell 2000 Growth ETF
IWO
$14.9B
$42.5K 0.02%
135
VOE icon
192
Vanguard Mid-Cap Value ETF
VOE
$23.1B
$41.2K 0.02%
224
+1
GBDC icon
193
Golub Capital BDC
GBDC
$3.31B
$41K 0.02%
3,238
ADBE icon
194
Adobe
ADBE
$83.4B
$40.8K 0.02%
168
+1
FLR icon
195
Fluor
FLR
$7.05B
$40.8K 0.02%
875
ESGE icon
196
iShares ESG Aware MSCI EM ETF
ESGE
$7B
$40.4K 0.02%
+889
MAA icon
197
Mid-America Apartment Communities
MAA
$16B
$40.2K 0.02%
329
+58
FEX icon
198
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.6B
$39.6K 0.02%
325
FBTC icon
199
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.4B
$39.5K 0.02%
670
STX icon
200
Seagate
STX
$231B
$39.2K 0.02%
+100
6 7
8
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