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
$159M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$434K
3
+$367K
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$287K
5
CELG
Celgene Corp
CELG
+$273K

Top Sells

1
+$553K
2
+$529K
3
+$461K
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$403K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$278K

Sector Composition

1 Healthcare 3.5%
2 Financials 1.68%
3 Communication Services 1.42%
4 Technology 1.14%
5 Energy 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$574K 0.36%
4,200
52
$558K 0.35%
3,165
-63
53
$519K 0.33%
40,158
+3,289
54
$505K 0.32%
10,370
-185
55
$483K 0.3%
12,735
-2,390
56
$482K 0.3%
9,160
-120
57
$457K 0.29%
8,740
-580
58
$445K 0.28%
9,700
+233
59
$399K 0.25%
7,529
-3,855
60
$394K 0.25%
2,451
61
$387K 0.24%
12,172
-252
62
$385K 0.24%
4,268
-372
63
$368K 0.23%
3,724
-50
64
$366K 0.23%
2,313
65
$364K 0.23%
10,591
+72
66
$356K 0.22%
6,026
+2,201
67
$353K 0.22%
11,895
+710
68
$353K 0.22%
12,034
-2,130
69
$345K 0.22%
7,318
+106
70
$345K 0.22%
13,800
+4,900
71
$329K 0.21%
2,630
-59
72
$316K 0.2%
4,118
73
$315K 0.2%
9,050
74
$305K 0.19%
5,355
+49
75
$304K 0.19%
14,656
+369
1 2
3
4 5