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
$181M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.24M
3
+$1.23M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$834K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$755K

Top Sells

1
+$910K
2
+$393K
3
+$355K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$325K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$297K

Sector Composition

1 Healthcare 3.78%
2 Technology 2.09%
3 Communication Services 1.8%
4 Financials 0.81%
5 Consumer Discretionary 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.06%
37,937
+3,326
27
$1.89M 1.04%
13,163
-172
28
$1.63M 0.9%
9,966
-248
29
$1.47M 0.81%
8,240
-842
30
$1.4M 0.77%
26,912
+1,051
31
$1.39M 0.77%
8,435
-30
32
$1.24M 0.68%
50,980
-5,309
33
$1.19M 0.66%
17,308
-150
34
$1.15M 0.63%
20,928
-366
35
$1.14M 0.63%
4,017
-1,147
36
$1.07M 0.59%
19,545
+462
37
$1.04M 0.57%
19,273
+12,607
38
$1.03M 0.57%
40,813
-8,915
39
$981K 0.54%
13,880
+280
40
$970K 0.53%
17,596
+1,041
41
$939K 0.52%
87,408
+14,080
42
$886K 0.49%
15,828
43
$825K 0.45%
8,284
44
$808K 0.45%
5,860
+380
45
$780K 0.43%
11,000
+300
46
$761K 0.42%
48,615
+24,285
47
$751K 0.41%
9,307
-1,804
48
$738K 0.41%
13,763
49
$735K 0.41%
+5,461
50
$732K 0.4%
60,564
-3,393
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