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
$138M
AUM Growth
+$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$481K
3
+$433K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$312K
5
GSOL
Global Sources Ltd
GSOL
+$276K

Top Sells

1
+$661K
2
+$379K
3
+$313K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$273K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$256K

Sector Composition

1 Healthcare 3.07%
2 Communication Services 2.05%
3 Financials 1.57%
4 Energy 1.07%
5 Technology 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$261K 0.19%
+9,050
77
$250K 0.18%
2,465
78
$244K 0.18%
1
79
$236K 0.17%
+9,000
80
$233K 0.17%
2,901
81
$230K 0.17%
5,352
82
$229K 0.17%
+3,391
83
$225K 0.16%
1,948
84
$224K 0.16%
5,286
+436
85
$221K 0.16%
+4,445
86
$215K 0.16%
8,001
-732
87
$201K 0.15%
+3,488
88
$136K 0.1%
10,471
+2,521
89
$27K 0.02%
+10,887
90
– –
-15,395
91
– –
-5,892
92
– –
-7,571
1 2 3
4