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
$138M
AUM Growth
+$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$481K
3
+$433K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$312K
5
GSOL
Global Sources Ltd
GSOL
+$276K

Top Sells

1
+$661K
2
+$379K
3
+$313K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$273K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$256K

Sector Composition

1 Healthcare 3.07%
2 Communication Services 2.05%
3 Financials 1.57%
4 Energy 1.07%
5 Technology 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$539K 0.39%
16,305
52
$481K 0.35%
+4,442
53
$451K 0.33%
10,846
-1,628
54
$418K 0.3%
10,820
+1,840
55
$414K 0.3%
12,876
+1
56
$383K 0.28%
15,163
-752
57
$360K 0.26%
26,848
+4,079
58
$356K 0.26%
2,679
59
$355K 0.26%
12,652
-1,024
60
$343K 0.25%
4,149
+1,236
61
$331K 0.24%
8,360
-100
62
$329K 0.24%
4,047
-144
63
$325K 0.24%
2,438
64
$324K 0.23%
10,519
65
$320K 0.23%
10,421
-7,950
66
$319K 0.23%
2,712
+723
67
$308K 0.22%
4,474
68
$280K 0.2%
7,833
+1
69
$278K 0.2%
10,560
70
$276K 0.2%
+31,136
71
$273K 0.2%
3,760
72
$267K 0.19%
6,399
+307
73
$264K 0.19%
+1,335
74
$263K 0.19%
6,536
-220
75
$263K 0.19%
13,830
+3,099
1 2
3
4