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
$168M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$891K
2
+$492K
3
+$478K
4
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$412K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$365K

Top Sells

1
+$265K
2
+$241K
3
+$236K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$231K
5
XOP icon
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$226K

Sector Composition

1 Healthcare 3.48%
2 Communication Services 1.69%
3 Financials 1.48%
4 Technology 1.41%
5 Energy 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.8M 7.63%
139,563
+2,752
2
$12.6M 7.53%
197,611
+7,692
3
$11.9M 7.1%
160,980
-1,101
4
$7.49M 4.46%
133,445
+3,108
5
$6.43M 3.84%
212,620
+15,804
6
$5.31M 3.16%
34,737
+1,652
7
$4.62M 2.76%
46,499
+1,309
8
$4.58M 2.73%
25,497
+1,635
9
$4.39M 2.62%
42,032
+3,495
10
$4.19M 2.5%
162,920
-2,922
11
$3.4M 2.02%
21,583
+315
12
$3.38M 2.02%
26,078
+512
13
$3.38M 2.01%
22,300
+1
14
$3.25M 1.94%
55,882
+4,333
15
$3.24M 1.93%
11,457
-99
16
$3.02M 1.8%
72,613
+1,716
17
$3M 1.79%
59,636
-5,275
18
$2.9M 1.73%
35,998
-570
19
$2.75M 1.64%
17,604
-128
20
$2.37M 1.42%
29,702
+1
21
$2.25M 1.34%
14,732
+106
22
$2.25M 1.34%
20,085
+268
23
$2.13M 1.27%
13,235
+423
24
$2.08M 1.24%
43,740
+400
25
$1.97M 1.17%
69,030
-6,937
1
2 3 4 5