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
101
$209K 0.12%
+2,766
102
$207K 0.11%
+2,709
103
$204K 0.11%
2,236
-1,707
104
$202K 0.11%
+8,334
105
$200K 0.11%
+5,285
106
$183K 0.1%
16,664
107
– –
-14,024
108
– –
-26,075
109
– –
-2,459
110
– –
-5,076
111
– –
-10,972
112
– –
-11,859
113
– –
-7,326
114
– –
-9,429
115
– –
-6,600
1 2 3 4
5