HCIA
Hochman Cole Investment Advisors Portfolio holdings
AUM
$255M
This Quarter Return
-17.66%
1 Year Return
+23.26%
3 Year Return
+42.65%
5 Year Return
+86.17%
10 Year Return
–
AUM
$146M
AUM Growth
+$146M
(-21%)
Cap. Flow
-$4.36M
Cap. Flow
% of AUM
-2.99%
Top 10 Holdings %
Top 10 Hldgs %
45.26%
Holding
120
New
9
Increased
32
Reduced
51
Closed
16
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.8M |
| 2 |
Invesco QQQ Trust
QQQ
|
$2.01M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$867K |
| 4 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$701K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$552K |
Top Sells
Sector Composition
| 1 | Healthcare | 3.82% |
| 2 | Communication Services | 2.04% |
| 3 | Technology | 1.91% |
| 4 | Financials | 1.56% |
| 5 | Consumer Discretionary | 0.37% |
