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
$168M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$891K
2
+$492K
3
+$478K
4
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$412K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$365K

Top Sells

1
+$265K
2
+$241K
3
+$236K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$231K
5
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$226K

Sector Composition

1 Healthcare 3.48%
2 Communication Services 1.69%
3 Financials 1.48%
4 Technology 1.41%
5 Energy 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$258K 0.15%
6,513
102
$250K 0.15%
2,030
-611
103
$250K 0.15%
13,536
104
$225K 0.13%
1,993
105
$215K 0.13%
+8,928
106
$215K 0.13%
+623
107
$211K 0.13%
+5,285
108
$208K 0.12%
+9,173
109
$205K 0.12%
+720
110
$151K 0.09%
+10,941
111
– –
-2,401
112
– –
-2,126
113
– –
-3,685
1 2 3 4
5