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
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7M
3
+$6.8M
4
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$5.9M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$4.65M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.55%
2 Real Estate 2.77%
3 Communication Services 1.72%
4 Technology 0.81%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 1.05%
+31,885
27
$1.2M 1.02%
+52,294
28
$1.17M 0.99%
+27,034
29
$1.13M 0.96%
+21,329
30
$1.1M 0.94%
+47,003
31
$1.09M 0.93%
+13,414
32
$1.03M 0.87%
+25,628
33
$1.02M 0.87%
+41,049
34
$987K 0.84%
+8,216
35
$975K 0.83%
+11,349
36
$950K 0.81%
+36,088
37
$905K 0.77%
+12,047
38
$849K 0.72%
+61,266
39
$849K 0.72%
+10,895
40
$824K 0.7%
+8,418
41
$763K 0.65%
+28,082
42
$763K 0.65%
+7,655
43
$722K 0.61%
+16,235
44
$700K 0.59%
+26,755
45
$646K 0.55%
+4,892
46
$620K 0.53%
+15,468
47
$603K 0.51%
+6,102
48
$595K 0.5%
+12,883
49
$572K 0.49%
+5,466
50
$567K 0.48%
+7,726
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