HCIA
Hochman Cole Investment Advisors Portfolio holdings
AUM
$255M
1-Year Return
23.26%
This Quarter Return
+5.46%
1 Year Return
+23.26%
3 Year Return
+42.65%
5 Year Return
+86.17%
10 Year Return
–
AUM
$138M
AUM Growth
-$375K
(-0.27%)
Cap. Flow
-$7.62M
Cap. Flow
% of AUM
-5.54%
Top 10 Holdings %
Top 10 Hldgs %
46.05%
Holding
92
New
3
Increased
15
Reduced
54
Closed
6
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$764K |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$748K |
| 3 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$718K |
| 4 |
Sherwin-Williams
SHW
|
$434K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$189K |
Top Sells
| 1 |
SPDR S&P Dividend ETF
SDY
|
$1.25M |
| 2 |
Vanguard Growth ETF
VUG
|
$1.07M |
| 3 |
iShares Russell 1000 ETF
IWB
|
$964K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$686K |
| 5 |
iShares Core High Dividend ETF
HDV
|
$467K |
Sector Composition
| 1 | Healthcare | 2.73% |
| 2 | Communication Services | 1.83% |
| 3 | Financials | 1.56% |
| 4 | Technology | 1.08% |
| 5 | Energy | 0.99% |
