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
$145M
AUM Growth
+$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$899K
2
+$640K
3
+$494K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$432K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$386K

Top Sells

1
+$344K
2
+$343K
3
+$307K
4
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$293K
5
GSOL
Global Sources Ltd
GSOL
+$286K

Sector Composition

1 Healthcare 2.83%
2 Communication Services 1.7%
3 Financials 1.66%
4 Technology 1.04%
5 Energy 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11M 7.6%
138,676
+3,098
2
$9.65M 6.68%
176,392
+7,900
3
$8.27M 5.72%
190,006
+3,759
4
$7.68M 5.32%
139,872
+2,203
5
$7.62M 5.27%
85,720
+1,048
6
$5.74M 3.97%
200,655
+6,675
7
$4.38M 3.03%
47,263
+1,552
8
$4.32M 2.99%
175,258
+13,626
9
$4.28M 2.96%
31,574
+88
10
$3.92M 2.71%
29,011
-1,275
11
$3.57M 2.47%
25,939
+27
12
$3.53M 2.44%
31,768
-395
13
$3.19M 2.2%
13,181
+196
14
$3.14M 2.17%
59,574
-3,862
15
$3.08M 2.13%
71,586
+3,090
16
$3.02M 2.09%
23,767
-2,702
17
$2.75M 1.9%
23,121
+4,148
18
$2.68M 1.85%
51,569
+4,316
19
$2.26M 1.57%
31,208
-246
20
$2.24M 1.55%
21,687
+1,761
21
$2.11M 1.46%
74,224
+6,897
22
$2.06M 1.42%
14,605
-1,068
23
$1.96M 1.36%
30,216
-3,635
24
$1.86M 1.29%
13,063
-230
25
$1.58M 1.1%
62,280
-2,938
1
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