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
101
$200K 0.13%
6,303
-600
102
– –
-9,689
103
– –
-9,400
1 2 3 4
5