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
$181M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.24M
3
+$1.23M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$834K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$755K

Top Sells

1
+$910K
2
+$393K
3
+$355K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$325K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$297K

Sector Composition

1 Healthcare 3.78%
2 Technology 2.09%
3 Communication Services 1.8%
4 Financials 0.81%
5 Consumer Discretionary 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$699K 0.39%
4,674
52
$665K 0.37%
44,698
+4,328
53
$647K 0.36%
17,098
-409
54
$627K 0.35%
6,554
-99
55
$612K 0.34%
8,967
+808
56
$585K 0.32%
5,469
57
$583K 0.32%
6,075
+3,155
58
$569K 0.31%
+7,639
59
$568K 0.31%
12,690
-315
60
$557K 0.31%
+31,312
61
$548K 0.3%
6,073
62
$542K 0.3%
2,389
-156
63
$528K 0.29%
4,686
+56
64
$527K 0.29%
15,224
+675
65
$517K 0.29%
2,003
-42
66
$512K 0.28%
4,142
+1
67
$472K 0.26%
2,815
-90
68
$462K 0.25%
10,710
+10
69
$459K 0.25%
3,593
-121
70
$457K 0.25%
2,291
71
$445K 0.25%
7,116
+1,812
72
$435K 0.24%
8,845
+806
73
$429K 0.24%
12,075
-550
74
$426K 0.23%
14,253
-85
75
$399K 0.22%
8,388
+2,174
1 2
3
4 5