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
$134M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$940K
3
+$911K
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$661K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$642K

Top Sells

1
+$2.56M
2
+$735K
3
+$687K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$226K
5
XLE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$554K 0.41%
5,183
+1,112
52
$505K 0.38%
16,305
+2,985
53
$486K 0.36%
12,474
-322
54
$403K 0.3%
15,915
-381
55
$395K 0.29%
12,875
-1
56
$379K 0.28%
7,571
57
$361K 0.27%
13,676
58
$349K 0.26%
8,980
+720
59
$343K 0.26%
2,679
60
$340K 0.25%
8,460
61
$338K 0.25%
10,519
62
$335K 0.25%
4,191
+66
63
$321K 0.24%
2,438
+3
64
$295K 0.22%
7,832
+1,487
65
$288K 0.21%
22,769
+10,479
66
$278K 0.21%
4,474
+422
67
$269K 0.2%
10,560
68
$261K 0.19%
+6,756
69
$259K 0.19%
+7,614
70
$250K 0.19%
3,760
+362
71
$236K 0.18%
6,092
-308
72
$235K 0.18%
+2,913
73
$234K 0.17%
2,465
74
$229K 0.17%
+5,892
75
$228K 0.17%
5,352
1 2
3
4