HCIA
Hochman Cole Investment Advisors Portfolio holdings
AUM
$255M
1-Year Return
23.26%
This Quarter Return
+11.9%
1 Year Return
+23.26%
3 Year Return
+42.65%
5 Year Return
+86.17%
10 Year Return
–
AUM
$232M
AUM Growth
+$29.1M
(+14%)
Cap. Flow
+$5.41M
Cap. Flow
% of AUM
2.33%
Top 10 Holdings %
Top 10 Hldgs %
49.04%
Holding
126
New
14
Increased
38
Reduced
55
Closed
6
Top Buys
| 1 |
Global X US Preferred ETF
PFFD
|
$1.95M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$1.85M |
| 3 |
The Communication Services Select Sector SPDR Fund
XLC
|
$1.64M |
| 4 |
Invesco Dividend Achievers ETF
PFM
|
$1.33M |
| 5 |
SPDR Gold Trust
GLD
|
$1.11M |
Top Sells
Sector Composition
| 1 | Healthcare | 3.21% |
| 2 | Technology | 2.71% |
| 3 | Communication Services | 1.78% |
| 4 | Financials | 0.78% |
| 5 | Consumer Discretionary | 0.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Exxon Mobil
XOM
$479B
| – | – |
-10,703
| Closed | -$367K |
|