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
$232M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$1.85M
3 +$1.64M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$1.33M
5
GLD icon
SPDR Gold Trust
GLD
+$1.11M

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 Change
in Stake
Capital Flow
126
-10,703