HCIA
Hochman Cole Investment Advisors Portfolio holdings
AUM
$255M
1-Year Est. Return
23.26%
1 Year Est. Return
+23.26%
AUM
$255M
AUM Growth
+$4.87M
(+1.9%)
Holding
136
Top Buys
| 1 | +$3.13M | |
| 2 | +$1.62M | |
| 3 | +$1.13M | |
| 4 |
Innovator US Equity Power Buffer ETF April
PAPR
|
+$950K |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
+$927K |
Top Sells
| 1 | +$1.15M | |
| 2 | +$1.02M | |
| 3 | +$702K | |
| 4 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$656K |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$560K |
Sector Composition
| 1 | Technology | 2.72% |
| 2 | Healthcare | 2.44% |
| 3 | Communication Services | 2.18% |
| 4 | Financials | 0.83% |
| 5 | Consumer Discretionary | 0.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
| $207K | 0.08% |
3,354
-150
|
|
||
127
Walt Disney
DIS
$199B
| $201K | 0.08% |
1,188
-57
|
|
||
128
MindMed
MNMD
$1.04B
| $74K | 0.03% |
+2,117
|
|
||
129
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$108M
| – | – |
-5,547
|
|
||
130
Coinbase
COIN
$86.3B
| – | – |
-828
|
|
||
131
iShares Gold Trust
IAU
$64.3B
| – | – |
-10,150
|
|
||
132
iShares MSCI USA Momentum Factor ETF
MTUM
$19.2B
| – | – |
-1,370
|
|
||
133
Innovator US Equity Power Buffer ETF May
PMAY
$633M
| – | – |
-34,705
|
|
||
134
Royce Value Trust
RVT
$1.9B
| – | – |
-11,466
|
|
||
135
SPDR S&P Biotech ETF
XBI
$6.24B
| – | – |
-1,564
|
|
||
136
SPDR S&P Metals & Mining ETF
XME
$2.93B
| – | – |
-26,669
|
|