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
$168M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$891K
2
+$492K
3
+$478K
4
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$412K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$365K

Top Sells

1
+$265K
2
+$241K
3
+$236K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$231K
5
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$226K

Sector Composition

1 Healthcare 3.48%
2 Communication Services 1.69%
3 Financials 1.48%
4 Technology 1.41%
5 Energy 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.13%
72,667
+1,147
27
$1.72M 1.02%
25,947
+1,368
28
$1.56M 0.93%
26,003
-916
29
$1.53M 0.91%
20,392
-87
30
$1.47M 0.88%
94,152
+5,996
31
$1.44M 0.86%
10,091
32
$1.41M 0.84%
48,802
+30,780
33
$1.39M 0.83%
6,908
+218
34
$1.16M 0.69%
21,975
-381
35
$1.1M 0.66%
87,768
+9,354
36
$1.1M 0.66%
27,430
-685
37
$1.04M 0.62%
22,356
+8,810
38
$1.03M 0.61%
10,470
+53
39
$998K 0.59%
18,212
40
$953K 0.57%
8,855
41
$928K 0.55%
7,207
42
$909K 0.54%
8,427
43
$903K 0.54%
16,736
44
$902K 0.54%
16,949
+631
45
$874K 0.52%
69,376
-88
46
$858K 0.51%
10,621
-1,910
47
$857K 0.51%
66,298
+3,572
48
$852K 0.51%
6,903
49
$792K 0.47%
31,552
-2,084
50
$697K 0.42%
14,949
+1,290
1
2
3 4 5