HCIA

Hochman Cole Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 23.26%
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$940K
3
+$911K
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$661K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$642K

Top Sells

1
+$2.56M
2
+$735K
3
+$687K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$226K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$183K

Sector Composition

1 Healthcare 3.31%
2 Communication Services 1.89%
3 Technology 1.03%
4 Energy 0.98%
5 Financials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.19%
58,997
+3,869
27
$1.53M 1.14%
38,648
+488
28
$1.38M 1.03%
48,632
+1,932
29
$1.37M 1.02%
32,392
+1
30
$1.27M 0.95%
21,835
+1,373
31
$1.23M 0.91%
14,106
+1,443
32
$1.18M 0.88%
60,361
+10,766
33
$1.17M 0.87%
10,959
+3,281
34
$1.14M 0.85%
12,141
+792
35
$1.13M 0.84%
25,868
+240
36
$1.13M 0.84%
41,511
+4,095
37
$1.11M 0.83%
12,750
+1,313
38
$933K 0.7%
60,535
-172
39
$899K 0.67%
11,055
+415
40
$889K 0.66%
8,418
+523
41
$885K 0.66%
6,897
+524
42
$788K 0.59%
5,760
+1,948
43
$736K 0.55%
5,092
44
$697K 0.52%
6,298
+585
45
$676K 0.5%
15,512
+12
46
$666K 0.5%
23,473
-2,479
47
$661K 0.49%
+15,395
48
$602K 0.45%
+18,371
49
$569K 0.42%
10,941
-13,201
50
$567K 0.42%
12,208
-1,247
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