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
$153M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.74M
3
+$751K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$406K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$321K

Top Sells

1
+$1.5M
2
+$617K
3
+$352K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$326K
5
VV icon
Vanguard Large-Cap ETF
VV
+$306K

Sector Composition

1 Healthcare 3.22%
2 Financials 1.69%
3 Communication Services 1.59%
4 Technology 1.13%
5 Energy 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.14%
+43,033
27
$1.73M 1.13%
44,860
+3,172
28
$1.61M 1.05%
30,102
-405
29
$1.54M 1.01%
16,463
-374
30
$1.5M 0.98%
60,898
-1,382
31
$1.49M 0.97%
20,915
32
$1.39M 0.91%
55,204
+29,804
33
$1.38M 0.9%
51,251
+15,080
34
$1.34M 0.88%
29,666
35
$1.31M 0.86%
10,734
+8
36
$1.25M 0.82%
6,791
+70
37
$1.23M 0.8%
20,415
+3,037
38
$1.03M 0.67%
12,515
-595
39
$1.02M 0.67%
38,178
40
$995K 0.65%
9,968
+502
41
$943K 0.62%
18,648
42
$933K 0.61%
7,868
-468
43
$900K 0.59%
8,515
44
$803K 0.53%
55,979
-1,137
45
$798K 0.52%
6,245
+306
46
$756K 0.5%
15,348
+228
47
$643K 0.42%
4,638
48
$605K 0.4%
5,183
49
$563K 0.37%
11,384
-1,835
50
$552K 0.36%
3,228
-142
1
2
3 4