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
$145M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$1.05M
3
+$947K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$875K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$724K

Top Sells

1
+$1M
2
+$917K
3
+$560K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$418K
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$335K

Sector Composition

1 Healthcare 4.35%
2 Financials 1.71%
3 Communication Services 1.42%
4 Technology 1.38%
5 Energy 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 1.16%
71,520
-3,755
27
$1.61M 1.11%
26,919
+4,422
28
$1.41M 0.97%
24,579
+114
29
$1.37M 0.94%
6,690
+952
30
$1.32M 0.91%
20,479
+230
31
$1.25M 0.86%
88,156
+74,124
32
$1.21M 0.83%
10,091
33
$1.15M 0.79%
22,356
-19,374
34
$1.11M 0.77%
28,115
-339
35
$930K 0.64%
10,417
-129
36
$875K 0.6%
+78,414
37
$871K 0.6%
18,212
38
$867K 0.6%
8,855
39
$855K 0.59%
12,531
+377
40
$839K 0.58%
33,636
-8,552
41
$838K 0.58%
69,464
+12,043
42
$822K 0.57%
7,207
-78
43
$803K 0.55%
8,427
44
$778K 0.54%
16,736
45
$767K 0.53%
6,903
46
$751K 0.52%
16,318
+1,596
47
$724K 0.5%
+72,510
48
$722K 0.5%
62,726
+11,288
49
$637K 0.44%
+6,041
50
$616K 0.42%
4,699
+133
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