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
$159M
AUM Growth
+$6.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$434K
3
+$367K
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$287K
5
CELG
Celgene Corp
CELG
+$273K

Top Sells

1
+$553K
2
+$529K
3
+$461K
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$403K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$278K

Sector Composition

1 Healthcare 3.5%
2 Financials 1.68%
3 Communication Services 1.42%
4 Technology 1.14%
5 Energy 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$303K 0.19%
2,205
-181
77
$301K 0.19%
3,760
78
$298K 0.19%
9,048
-265
79
$295K 0.19%
10,043
+186
80
$287K 0.18%
+1,927
81
$275K 0.17%
5,093
82
$273K 0.17%
+2,612
83
$272K 0.17%
5,261
84
$267K 0.17%
2,991
+90
85
$257K 0.16%
3,659
+108
86
$248K 0.16%
4,609
-743
87
$244K 0.15%
1,661
88
$241K 0.15%
+4,000
89
$235K 0.15%
3,878
90
$232K 0.15%
1,878
+175
91
$231K 0.15%
9,547
-8,637
92
$228K 0.14%
1,993
93
$225K 0.14%
5,683
-47
94
$215K 0.14%
623
95
$209K 0.13%
34,197
-5,641
96
$208K 0.13%
+2,505
97
$207K 0.13%
+8,928
98
$203K 0.13%
4,154
-648
99
$203K 0.13%
3,413
-1,699
100
$202K 0.13%
2,827
-922
1 2 3
4
5