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
$134M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$940K
3
+$911K
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$661K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$642K

Top Sells

1
+$2.56M
2
+$735K
3
+$687K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$226K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$183K

Sector Composition

1 Healthcare 3.31%
2 Communication Services 1.89%
3 Technology 1.03%
4 Energy 0.98%
5 Financials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$223K 0.17%
2,901
77
$221K 0.16%
8,733
78
$221K 0.16%
4,850
79
$217K 0.16%
+1,948
80
$216K 0.16%
1
81
$206K 0.15%
10,731
-685
82
$205K 0.15%
+1,989
83
$99K 0.07%
+7,950
84
– –
-1,264
85
– –
-11,005
86
– –
-32,856
1 2 3
4