HCIA
Hochman Cole Investment Advisors Portfolio holdings
AUM
$255M
This Quarter Return
+7.35%
1 Year Return
+23.26%
3 Year Return
+42.65%
5 Year Return
+86.17%
10 Year Return
–
AUM
$203M
AUM Growth
+$203M
(+12%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
6.19%
Top 10 Holdings %
Top 10 Hldgs %
48.58%
Holding
117
New
11
Increased
44
Reduced
47
Closed
5
Top Buys
| 1 |
Apple
AAPL
|
$3.66M |
| 2 |
The Communication Services Select Sector SPDR Fund
XLC
|
$3.56M |
| 3 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$3.38M |
| 4 |
Global X US Preferred ETF
PFFD
|
$2.75M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$1.46M |
Top Sells
Sector Composition
| 1 | Healthcare | 3.44% |
| 2 | Technology | 2.54% |
| 3 | Communication Services | 1.75% |
| 4 | Financials | 0.84% |
| 5 | Materials | 0.48% |
