HCIA
Hochman Cole Investment Advisors Portfolio holdings
AUM
$255M
This Quarter Return
+3.65%
1 Year Return
+23.26%
3 Year Return
+42.65%
5 Year Return
+86.17%
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+9.9%)
Cap. Flow
+$8.32M
Cap. Flow
% of AUM
6.21%
Top 10 Holdings %
Top 10 Hldgs %
46.29%
Holding
86
New
10
Increased
47
Reduced
14
Closed
3
Top Buys
| 1 |
WisdomTree Dynamic International Equity Fund
DDWM
|
$1.73M |
| 2 |
Vanguard Growth ETF
VUG
|
$940K |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$911K |
| 4 |
WisdomTree Japan Hedged Equity Fund
DXJ
|
$661K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$642K |
Top Sells
| 1 |
Vanguard Small-Cap ETF
VB
|
$2.56M |
| 2 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$735K |
| 3 |
Verizon
VZ
|
$687K |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$226K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$183K |
Sector Composition
| 1 | Healthcare | 3.31% |
| 2 | Communication Services | 1.89% |
| 3 | Technology | 1.03% |
| 4 | Energy | 0.98% |
| 5 | Financials | 0.9% |
