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
$117M
AUM Growth
-$574K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$954K
2
+$581K
3
+$347K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$343K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$333K

Top Sells

1
+$2.08M
2
+$763K
3
+$277K
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$259K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$257K

Sector Composition

1 Healthcare 3.38%
2 Real Estate 3.26%
3 Communication Services 1.98%
4 Energy 0.84%
5 Technology 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 1.12%
56,422
+4,128
27
$1.25M 1.06%
31,899
+14
28
$1.14M 0.97%
20,462
-867
29
$1.04M 0.89%
12,663
-751
30
$1.04M 0.89%
25,628
31
$996K 0.85%
8,216
32
$989K 0.84%
11,349
33
$987K 0.84%
12,087
+40
34
$980K 0.84%
11,723
+828
35
$963K 0.82%
35,324
-764
36
$939K 0.8%
37,416
-3,633
37
$865K 0.74%
61,289
+23
38
$780K 0.66%
7,895
-523
39
$769K 0.66%
7,672
+17
40
$757K 0.65%
35,015
-11,988
41
$753K 0.64%
16,316
+81
42
$722K 0.62%
5,092
+200
43
$708K 0.6%
13,087
+204
44
$644K 0.55%
5,643
+177
45
$631K 0.54%
15,484
+16
46
$624K 0.53%
25,952
-803
47
$614K 0.52%
6,026
-76
48
$593K 0.51%
7,603
-123
49
$516K 0.44%
3,812
-341
50
$468K 0.4%
13,447
+5,135
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