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
$152M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$1.15M
3
+$873K
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$648K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$358K

Top Sells

1
+$859K
2
+$559K
3
+$355K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$347K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$294K

Sector Composition

1 Healthcare 3.95%
2 Financials 1.68%
3 Technology 1.61%
4 Communication Services 1.48%
5 Energy 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.19%
23,874
-356
27
$1.81M 1.19%
29,619
+1
28
$1.46M 0.96%
20,329
-779
29
$1.43M 0.94%
10,618
30
$1.32M 0.87%
21,997
-3,466
31
$1.28M 0.84%
28,770
-291
32
$1.15M 0.75%
+21,759
33
$1.09M 0.72%
37,770
+880
34
$1.07M 0.7%
5,738
-180
35
$1.06M 0.7%
42,808
+166
36
$1.05M 0.69%
10,755
-101
37
$1.02M 0.67%
18,212
-436
38
$1M 0.66%
12,151
+2
39
$989K 0.65%
7,285
+198
40
$958K 0.63%
46,322
+31,333
41
$941K 0.62%
8,515
42
$919K 0.6%
8,855
-143
43
$888K 0.58%
16,736
+1,668
44
$873K 0.57%
+17,788
45
$870K 0.57%
51,438
+2,793
46
$863K 0.57%
7,106
47
$796K 0.52%
18,271
-12,826
48
$743K 0.49%
32,364
-10,045
49
$724K 0.48%
13,177
+1,326
50
$714K 0.47%
58,145
+2,687
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2
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