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
$145M
AUM Growth
+$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$899K
2
+$640K
3
+$494K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$432K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$386K

Top Sells

1
+$344K
2
+$343K
3
+$307K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$293K
5
GSOL
Global Sources Ltd
GSOL
+$286K

Sector Composition

1 Healthcare 2.83%
2 Communication Services 1.7%
3 Financials 1.66%
4 Technology 1.04%
5 Energy 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$262K 0.18%
5,936
-1,256
77
$258K 0.18%
5,352
78
$250K 0.17%
4,651
79
$244K 0.17%
2,901
80
$241K 0.17%
11,754
-1,670
81
$239K 0.17%
+5,766
82
$237K 0.16%
3,641
+276
83
$225K 0.16%
+4,322
84
$225K 0.16%
4,893
+261
85
$223K 0.15%
6,270
-3,459
86
$222K 0.15%
1,784
87
$214K 0.15%
1,942
-2,500
88
$212K 0.15%
+1,661
89
$209K 0.14%
1,993
90
$203K 0.14%
+3,900
91
– –
-7,782
92
– –
-1,009
93
– –
-10,560
94
– –
-34,610
1 2 3
4