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
$160M
AUM Growth
-$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$801K
3
+$412K
4
IYE icon
iShares US Energy ETF
IYE
+$326K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$323K

Top Sells

1
+$1.03M
2
+$861K
3
+$762K
4
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$751K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$561K

Sector Composition

1 Healthcare 3.62%
2 Communication Services 1.99%
3 Financials 1.58%
4 Technology 1.52%
5 Energy 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.09%
69,155
-2,996
27
$1.54M 0.96%
25,566
-21
28
$1.49M 0.93%
19,218
-944
29
$1.49M 0.93%
7,148
+240
30
$1.42M 0.89%
9,591
-500
31
$1.42M 0.89%
23,966
-241
32
$1.42M 0.88%
88,970
+1,044
33
$1.24M 0.78%
12,202
+1,622
34
$1.15M 0.72%
21,406
-569
35
$1.13M 0.71%
22,978
+679
36
$1.04M 0.65%
27,107
37
$1.03M 0.65%
35,864
-13,154
38
$971K 0.61%
8,695
-160
39
$928K 0.58%
71,112
-927
40
$908K 0.57%
73,942
+3,366
41
$900K 0.56%
16,080
-2,132
42
$880K 0.55%
17,538
+3,542
43
$875K 0.55%
15,748
+5,811
44
$865K 0.54%
14,200
-1,320
45
$840K 0.52%
6,522
-146
46
$809K 0.51%
26,041
+13,259
47
$800K 0.5%
7,081
-1,119
48
$777K 0.49%
11,000
+376
49
$770K 0.48%
13,763
-723
50
$736K 0.46%
4,699
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2
3 4 5