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
$143M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$402K
3
+$329K
4
QCOM icon
Qualcomm
QCOM
+$301K
5
MLPA icon
Global X MLP ETF
MLPA
+$297K

Top Sells

1
+$4.16M
2
+$3.22M
3
+$1.31M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$898K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$819K

Sector Composition

1 Healthcare 4.01%
2 Financials 1.73%
3 Communication Services 1.46%
4 Technology 1.46%
5 Energy 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.14%
24,230
-4,268
27
$1.57M 1.09%
21,108
-1,076
28
$1.53M 1.07%
25,463
-1,067
29
$1.38M 0.96%
10,618
30
$1.29M 0.9%
29,061
-605
31
$1.29M 0.9%
31,097
-2,430
32
$1.18M 0.82%
5,918
-500
33
$1.1M 0.76%
36,890
-44,047
34
$1.06M 0.74%
42,642
-1,454
35
$1.03M 0.72%
10,856
-4,538
36
$1.02M 0.71%
18,648
37
$931K 0.65%
8,515
38
$928K 0.65%
8,998
-406
39
$922K 0.64%
42,409
-9,626
40
$917K 0.64%
7,087
-316
41
$907K 0.63%
12,149
-382
42
$859K 0.6%
10,953
-1,947
43
$853K 0.6%
7,106
-206
44
$778K 0.54%
15,068
-280
45
$709K 0.49%
55,458
+15,300
46
$699K 0.49%
48,645
+405
47
$622K 0.43%
4,566
-72
48
$609K 0.42%
23,445
-11,698
49
$604K 0.42%
11,851
+5,825
50
$549K 0.38%
4,200
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