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
$152M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

1 +$859K
2 +$559K
3 +$355K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$347K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$294K

Sector Composition

1 Healthcare 3.95%
2 Financials 1.68%
3 Technology 1.61%
4 Communication Services 1.48%
5 Energy 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$643K 0.42%
3,308
+94
52
$613K 0.4%
4,566
53
$602K 0.4%
23,140
-305
54
$571K 0.38%
4,200
55
$545K 0.36%
4,704
56
$517K 0.34%
9,160
57
$497K 0.33%
6,261
+1,744
58
$481K 0.32%
12,350
59
$476K 0.31%
8,540
60
$474K 0.31%
13,769
+3,250
61
$431K 0.28%
2,451
62
$409K 0.27%
9,683
+1
63
$406K 0.27%
3,715
-9
64
$383K 0.25%
12,211
+39
65
$380K 0.25%
8,067
-2,245
66
$345K 0.23%
4,139
+21
67
$335K 0.22%
13,924
-876
68
$334K 0.22%
2,638
+1
69
$332K 0.22%
11,983
-214
70
$331K 0.22%
14,266
-4,332
71
$330K 0.22%
3,880
-44
72
$330K 0.22%
1,914
-75
73
$327K 0.22%
2,017
74
$326K 0.21%
6,472
-702
75
$323K 0.21%
9,050