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
$153M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.74M
3
+$751K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$406K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$321K

Top Sells

1
+$1.5M
2
+$617K
3
+$352K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$326K
5
VV icon
Vanguard Large-Cap ETF
VV
+$306K

Sector Composition

1 Healthcare 3.22%
2 Financials 1.69%
3 Communication Services 1.59%
4 Technology 1.13%
5 Energy 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$287K 0.19%
3,760
77
$280K 0.18%
5,112
+1,212
78
$274K 0.18%
5,261
+939
79
$272K 0.18%
9,857
-4,140
80
$270K 0.18%
5,352
81
$261K 0.17%
5,093
+200
82
$246K 0.16%
2,901
83
$243K 0.16%
3,551
-90
84
$238K 0.16%
3,749
+3
85
$236K 0.15%
+3,825
86
$226K 0.15%
1,661
87
$220K 0.14%
3,878
-773
88
$219K 0.14%
4,802
-1,134
89
$219K 0.14%
+8,900
90
$215K 0.14%
1,993
91
$214K 0.14%
5,730
-540
92
$211K 0.14%
9,689
-2,065
93
$209K 0.14%
+6,903
94
$207K 0.14%
1,703
-5,073
95
$203K 0.13%
+623
96
$201K 0.13%
+9,400
97
$158K 0.1%
+39,838
98
– –
-1,942
99
– –
-38,428
1 2 3
4