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
$138M
AUM Growth
+$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$481K
3
+$433K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$312K
5
GSOL
Global Sources Ltd
GSOL
+$276K

Top Sells

1
+$661K
2
+$379K
3
+$313K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$273K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$256K

Sector Composition

1 Healthcare 3.07%
2 Communication Services 2.05%
3 Financials 1.57%
4 Energy 1.07%
5 Technology 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.56M 6.92%
138,656
-3,965
2
$8.46M 6.13%
98,899
+5,058
3
$8.35M 6.05%
172,748
+1,426
4
$7.4M 5.36%
143,162
+2,634
5
$7.18M 5.2%
189,427
+3,257
6
$5.42M 3.93%
200,503
-841
7
$4.68M 3.39%
37,628
-161
8
$4.09M 2.97%
31,740
+367
9
$4M 2.9%
46,203
-1,465
10
$3.93M 2.85%
35,237
-1,314
11
$3.6M 2.61%
35,199
+1,904
12
$3.38M 2.45%
64,484
-4,874
13
$3.3M 2.39%
14,761
+1,397
14
$3.21M 2.32%
27,062
-484
15
$3.02M 2.19%
130,115
-1,672
16
$2.81M 2.03%
71,801
+1,419
17
$2.75M 1.99%
36,472
+486
18
$2.62M 1.9%
25,005
-272
19
$2.31M 1.67%
47,584
+4,813
20
$2.17M 1.57%
34,639
-4,996
21
$2.1M 1.52%
15,553
+99
22
$1.83M 1.33%
20,730
+675
23
$1.77M 1.28%
13,441
+262
24
$1.76M 1.28%
66,455
+7,458
25
$1.76M 1.28%
66,648
-123
1
2 3 4