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
$168M
AUM Growth
-$59K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$578K
2
+$391K
3
+$391K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$311K
5
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$271K

Top Sells

1
+$603K
2
+$581K
3
+$541K
4
GLD icon
SPDR Gold Trust
GLD
+$539K
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$376K

Sector Composition

1 Healthcare 3.39%
2 Communication Services 1.82%
3 Financials 1.55%
4 Technology 1.27%
5 Energy 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.93%
20,162
-230
27
$1.54M 0.92%
24,207
-1,740
28
$1.54M 0.92%
53,685
+4,883
29
$1.54M 0.92%
25,587
-416
30
$1.51M 0.9%
10,091
31
$1.47M 0.88%
6,908
32
$1.42M 0.85%
49,018
-20,012
33
$1.41M 0.84%
87,926
-6,226
34
$1.17M 0.7%
21,975
35
$1.13M 0.67%
27,107
-323
36
$1.09M 0.65%
22,299
-57
37
$1.05M 0.63%
10,580
+110
38
$1.03M 0.61%
18,212
39
$982K 0.59%
8,855
40
$929K 0.55%
72,039
-15,729
41
$913K 0.54%
8,200
-227
42
$898K 0.54%
70,576
+1,200
43
$878K 0.52%
6,903
44
$870K 0.52%
6,668
-539
45
$839K 0.5%
15,520
+4,820
46
$814K 0.49%
10,624
+3
47
$809K 0.48%
14,486
-2,250
48
$791K 0.47%
31,286
-266
49
$761K 0.45%
66,298
50
$699K 0.42%
4,699
1
2
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