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
$168M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$891K
2
+$492K
3
+$478K
4
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$412K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$365K

Top Sells

1
+$265K
2
+$241K
3
+$236K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$231K
5
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$226K

Sector Composition

1 Healthcare 3.48%
2 Communication Services 1.69%
3 Financials 1.48%
4 Technology 1.41%
5 Energy 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$690K 0.41%
11,662
+5,089
52
$682K 0.41%
4,699
53
$646K 0.39%
11,368
+5,001
54
$628K 0.37%
10,700
+120
55
$603K 0.36%
4,200
56
$599K 0.36%
37,539
-1,874
57
$598K 0.36%
10,160
+140
58
$591K 0.35%
52,110
-20,400
59
$570K 0.34%
14,147
+378
60
$551K 0.33%
4,254
61
$550K 0.33%
25,306
62
$541K 0.32%
21,868
+4,055
63
$539K 0.32%
4,414
-467
64
$535K 0.32%
9,937
+1,137
65
$530K 0.32%
3,516
+1,349
66
$499K 0.3%
6,533
+1,788
67
$494K 0.29%
19,742
68
$483K 0.29%
17,413
+1,590
69
$482K 0.29%
17,175
+4,700
70
$471K 0.28%
1,814
+507
71
$469K 0.28%
12,385
72
$453K 0.27%
4,277
-1,764
73
$448K 0.27%
8,979
-3,483
74
$440K 0.26%
2,451
75
$423K 0.25%
9,963
-2,022
1 2
3
4 5