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
$145M
AUM Growth
+$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$899K
2
+$640K
3
+$494K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$432K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$386K

Top Sells

1
+$344K
2
+$343K
3
+$307K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$293K
5
GSOL
Global Sources Ltd
GSOL
+$286K

Sector Composition

1 Healthcare 2.83%
2 Communication Services 1.7%
3 Financials 1.66%
4 Technology 1.04%
5 Energy 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$535K 0.37%
20,053
-3,420
52
$526K 0.36%
15,125
-575
53
$509K 0.35%
3,370
-363
54
$508K 0.35%
11,035
-263
55
$508K 0.35%
11,180
+400
56
$491K 0.34%
4,200
57
$433K 0.3%
5,205
+166
58
$432K 0.3%
15,173
+2,648
59
$416K 0.29%
8,960
+720
60
$415K 0.29%
16,899
+2,391
61
$386K 0.27%
+2,679
62
$373K 0.26%
12,424
-226
63
$370K 0.26%
+13,997
64
$357K 0.25%
2,450
+6
65
$347K 0.24%
3,872
66
$339K 0.23%
10,631
67
$338K 0.23%
8,271
+1,070
68
$334K 0.23%
24,846
+6,578
69
$314K 0.22%
4,474
70
$301K 0.21%
9,050
71
$300K 0.21%
9,311
-93
72
$280K 0.19%
2,682
+7
73
$279K 0.19%
3,760
74
$279K 0.19%
3,746
+3
75
$266K 0.18%
5,306
+20
1 2
3
4