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
$153M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.74M
3
+$751K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$406K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$321K

Top Sells

1
+$1.5M
2
+$617K
3
+$352K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$326K
5
VV icon
Vanguard Large-Cap ETF
VV
+$306K

Sector Composition

1 Healthcare 3.22%
2 Financials 1.69%
3 Communication Services 1.59%
4 Technology 1.13%
5 Energy 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$541K 0.35%
15,125
52
$501K 0.33%
4,200
53
$497K 0.33%
36,869
+12,023
54
$482K 0.32%
10,555
-480
55
$457K 0.3%
18,184
-1,869
56
$452K 0.3%
9,280
+320
57
$447K 0.29%
9,320
-1,860
58
$419K 0.27%
14,164
-1,009
59
$412K 0.27%
9,467
+1,196
60
$399K 0.26%
4,640
-565
61
$386K 0.25%
12,424
62
$376K 0.25%
15,168
-1,731
63
$374K 0.24%
2,451
+1
64
$356K 0.23%
10,519
-112
65
$345K 0.23%
2,313
-366
66
$340K 0.22%
3,774
-98
67
$323K 0.21%
7,212
+1,446
68
$321K 0.21%
+11,185
69
$316K 0.21%
2,689
+7
70
$311K 0.2%
9,050
71
$309K 0.2%
2,386
+602
72
$306K 0.2%
4,118
-356
73
$300K 0.2%
9,313
+2
74
$287K 0.19%
+14,287
75
$287K 0.19%
5,306
1 2
3
4