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
$153M
AUM Growth
+$8.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.74M
3
+$751K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$406K
5
FNDE icon
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
+$321K

Top Sells

1
+$1.5M
2
+$617K
3
+$352K
4
IWB icon
iShares Russell 1000 ETF
IWB
+$326K
5
VV icon
Vanguard Large-Cap ETF
VV
+$306K

Sector Composition

1 Healthcare 3.22%
2 Financials 1.69%
3 Communication Services 1.59%
4 Technology 1.13%
5 Energy 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 7.38%
137,830
-846
2
$10.4M 6.83%
176,514
+122
3
$8.89M 5.82%
185,289
-4,717
4
$7.6M 4.98%
83,236
-2,484
5
$7.49M 4.9%
138,699
-1,173
6
$5.84M 3.82%
196,692
-3,963
7
$4.38M 2.87%
31,022
-552
8
$4.37M 2.86%
45,702
-1,561
9
$4.18M 2.74%
161,634
-13,624
10
$3.73M 2.44%
26,678
-2,333
11
$3.72M 2.44%
25,573
-366
12
$3.47M 2.27%
172,806
+108,762
13
$3.36M 2.2%
29,113
-2,655
14
$3.14M 2.06%
59,636
+62
15
$3.13M 2.05%
12,448
-733
16
$3.09M 2.03%
23,304
-463
17
$3.01M 1.97%
70,653
-933
18
$2.87M 1.88%
22,959
-162
19
$2.8M 1.83%
31,520
+312
20
$2.76M 1.81%
52,074
+505
21
$2.36M 1.55%
79,499
+5,275
22
$2.27M 1.48%
20,385
-1,302
23
$2.17M 1.42%
14,610
+5
24
$1.87M 1.23%
27,368
-2,848
25
$1.84M 1.2%
12,489
-574
1
2 3 4