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
$159M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$434K
3
+$367K
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$287K
5
CELG
Celgene Corp
CELG
+$273K

Top Sells

1
+$553K
2
+$529K
3
+$461K
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$403K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$278K

Sector Composition

1 Healthcare 3.5%
2 Financials 1.68%
3 Communication Services 1.42%
4 Technology 1.14%
5 Energy 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.14%
42,832
-2,028
27
$1.71M 1.08%
30,017
-85
28
$1.68M 1.06%
22,184
+1,269
29
$1.59M 1%
26,530
+6,115
30
$1.52M 0.96%
15,394
-1,069
31
$1.49M 0.94%
53,329
+2,078
32
$1.42M 0.9%
33,527
-9,506
33
$1.4M 0.88%
29,666
34
$1.38M 0.87%
52,035
-8,863
35
$1.36M 0.85%
10,618
-116
36
$1.27M 0.8%
6,418
-373
37
$1.1M 0.69%
44,096
-11,108
38
$1.05M 0.66%
12,531
+16
39
$1.02M 0.64%
+12,900
40
$1.01M 0.63%
18,648
41
$1M 0.63%
9,404
-564
42
$983K 0.62%
7,403
+1,158
43
$950K 0.6%
8,515
44
$927K 0.58%
35,143
-3,035
45
$909K 0.57%
7,312
-556
46
$799K 0.5%
15,348
47
$747K 0.47%
48,240
-7,739
48
$677K 0.43%
4,638
49
$637K 0.4%
25,933
+10,765
50
$604K 0.38%
5,183
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