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
$145M
AUM Growth
+$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$899K
2
+$640K
3
+$494K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$432K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$386K

Top Sells

1
+$344K
2
+$343K
3
+$307K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$293K
5
GSOL
Global Sources Ltd
GSOL
+$286K

Sector Composition

1 Healthcare 2.83%
2 Communication Services 1.7%
3 Financials 1.66%
4 Technology 1.04%
5 Energy 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 1.07%
16,837
-1,161
27
$1.5M 1.04%
38,428
-198
28
$1.5M 1.04%
41,688
+136
29
$1.48M 1.03%
30,507
-224
30
$1.43M 0.99%
20,915
+1,346
31
$1.28M 0.89%
64,044
+6,209
32
$1.26M 0.87%
10,726
-243
33
$1.26M 0.87%
29,666
-341
34
$1.14M 0.79%
6,721
+492
35
$1.06M 0.73%
13,110
+17
36
$1.04M 0.72%
17,378
+5,407
37
$994K 0.69%
38,178
+462
38
$971K 0.67%
8,336
-85
39
$917K 0.63%
18,648
-7,000
40
$914K 0.63%
9,466
-1,025
41
$899K 0.62%
+36,171
42
$876K 0.61%
8,515
-2,984
43
$800K 0.55%
6,776
+337
44
$760K 0.53%
57,116
+6,743
45
$730K 0.51%
5,939
-162
46
$726K 0.5%
15,120
+12
47
$654K 0.45%
4,638
48
$640K 0.44%
+25,400
49
$592K 0.41%
5,183
50
$590K 0.41%
13,219
+2,597
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