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
$138M
AUM Growth
+$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$481K
3
+$433K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$312K
5
GSOL
Global Sources Ltd
GSOL
+$276K

Top Sells

1
+$661K
2
+$379K
3
+$313K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$273K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$256K

Sector Composition

1 Healthcare 3.07%
2 Communication Services 2.05%
3 Financials 1.57%
4 Energy 1.07%
5 Technology 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 1.25%
19,486
+566
27
$1.46M 1.05%
39,093
+445
28
$1.37M 0.99%
35,632
+3,240
29
$1.28M 0.93%
20,536
-1,299
30
$1.25M 0.91%
43,352
-5,280
31
$1.24M 0.9%
13,344
-762
32
$1.23M 0.89%
64,647
+4,286
33
$1.17M 0.85%
25,648
-220
34
$1.16M 0.84%
10,959
35
$1.15M 0.84%
12,773
+23
36
$1.14M 0.83%
11,741
-400
37
$1.09M 0.79%
30,007
+22,393
38
$974K 0.71%
58,990
-1,545
39
$965K 0.7%
37,716
-3,795
40
$943K 0.68%
8,420
+2
41
$872K 0.63%
10,601
-454
42
$830K 0.6%
5,092
43
$798K 0.58%
6,937
+40
44
$748K 0.54%
6,184
-114
45
$694K 0.5%
15,520
+8
46
$667K 0.48%
23,473
47
$621K 0.45%
4,638
-1,122
48
$594K 0.43%
11,132
+191
49
$584K 0.42%
12,756
+548
50
$555K 0.4%
5,183
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