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
$134M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$940K
3
+$911K
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$661K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$642K

Top Sells

1
+$2.56M
2
+$735K
3
+$687K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$226K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$183K

Sector Composition

1 Healthcare 3.31%
2 Communication Services 1.89%
3 Technology 1.03%
4 Energy 0.98%
5 Financials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 7.67%
142,621
+2,259
2
$8.19M 6.1%
171,322
+3,988
3
$7.92M 5.9%
93,841
+10,803
4
$7.48M 5.58%
140,528
+6,807
5
$6.84M 5.1%
186,170
+13,155
6
$4.89M 3.65%
201,344
+16,182
7
$4.55M 3.39%
37,789
+265
8
$4.1M 3.06%
36,551
+8,370
9
$3.98M 2.97%
47,668
+2,599
10
$3.83M 2.86%
31,373
-20,919
11
$3.67M 2.74%
69,358
+3,086
12
$3.3M 2.46%
33,295
-794
13
$3.27M 2.44%
27,546
+766
14
$3.11M 2.32%
70,382
+1,621
15
$2.89M 2.16%
13,364
+1,749
16
$2.63M 1.96%
25,277
-168
17
$2.54M 1.9%
131,787
-8,417
18
$2.54M 1.89%
35,986
-2,592
19
$2.5M 1.86%
39,635
-174
20
$2.1M 1.56%
42,771
+2,275
21
$1.94M 1.44%
20,055
+1,173
22
$1.92M 1.43%
15,454
+1,418
23
$1.73M 1.29%
+66,771
24
$1.71M 1.27%
13,179
+4,963
25
$1.62M 1.21%
18,920
+6,589
1
2 3 4