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
$181M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$1.24M
3
+$1.23M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$834K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$755K

Top Sells

1
+$910K
2
+$393K
3
+$355K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$325K
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$297K

Sector Composition

1 Healthcare 3.78%
2 Technology 2.09%
3 Communication Services 1.8%
4 Financials 0.81%
5 Consumer Discretionary 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$381K 0.21%
+2,278
77
$369K 0.2%
13,753
-404
78
$363K 0.2%
2,017
79
$360K 0.2%
16,220
-10,920
80
$351K 0.19%
1,258
-15
81
$343K 0.19%
7,444
82
$341K 0.19%
8,518
-1,291
83
$338K 0.19%
26,940
-1,530
84
$331K 0.18%
4,609
85
$326K 0.18%
10,519
86
$320K 0.18%
+5,275
87
$303K 0.17%
17,283
88
$300K 0.17%
45,622
-4,610
89
$291K 0.16%
4,773
-392
90
$280K 0.15%
22,668
+528
91
$251K 0.14%
1,232
-43
92
$250K 0.14%
3,760
93
$246K 0.14%
13,375
-610
94
$246K 0.14%
1,569
-160
95
$235K 0.13%
2,981
-342
96
$230K 0.13%
1,592
-100
97
$228K 0.13%
8,389
-33,481
98
$223K 0.12%
+720
99
$214K 0.12%
19,758
100
$213K 0.12%
+2,390
1 2 3
4
5