HC

Hurley Capital Portfolio holdings

AUM $143M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$8.44M
3
+$7.77M
4
IBHE icon
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$5.65M
5
PSLV icon
Sprott Physical Silver Trust
PSLV
+$4.56M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.35%
2 Communication Services 4.72%
3 Consumer Discretionary 4.39%
4 Energy 4.13%
5 Technology 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.79M 7.06%
+51,573
2
$8.44M 6.79%
+80,575
3
$7.77M 6.25%
+134,102
4
$5.65M 4.54%
+243,677
5
$4.56M 3.67%
+461,757
6
$4.28M 3.44%
+7,866
7
$3.68M 2.96%
+115,680
8
$3.48M 2.8%
+14,755
9
$3.33M 2.68%
+143,535
10
$3.04M 2.44%
+163,724
11
$2.96M 2.38%
+15,404
12
$2.96M 2.38%
+23,456
13
$2.87M 2.3%
+122,208
14
$2.33M 1.87%
+82,108
15
$2.22M 1.78%
+12,595
16
$2.1M 1.69%
+83,723
17
$1.96M 1.58%
+8,693
18
$1.86M 1.5%
+7,561
19
$1.85M 1.49%
+67,408
20
$1.84M 1.48%
+20,226
21
$1.81M 1.45%
+11,133
22
$1.64M 1.32%
+6,477
23
$1.54M 1.24%
+6,321
24
$1.49M 1.2%
+3,653
25
$1.44M 1.16%
+4,842
1
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