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
$184M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$3.87M
3
+$1.3M
4
MLPA icon
Global X MLP ETF
MLPA
+$412K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$393K

Top Sells

1
+$665K
2
+$629K
3
+$500K
4
XPH icon
State Street SPDR S&P Pharmaceuticals ETF
XPH
+$368K
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$322K

Sector Composition

1 Healthcare 3.49%
2 Communication Services 1.93%
3 Technology 1.47%
4 Financials 1.31%
5 Energy 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 0.99%
48,378
-1,482
27
$1.68M 0.92%
61,514
-7,641
28
$1.54M 0.84%
18,897
-321
29
$1.48M 0.8%
87,740
-1,230
30
$1.4M 0.76%
23,338
-2,228
31
$1.37M 0.75%
6,063
-1,085
32
$1.36M 0.74%
22,621
-1,345
33
$1.35M 0.74%
24,711
+7,173
34
$1.34M 0.73%
8,465
-1,126
35
$1.3M 0.71%
+25,759
36
$1.25M 0.68%
41,171
+5,307
37
$1.22M 0.66%
23,178
+200
38
$1.18M 0.64%
11,183
-1,019
39
$1.15M 0.63%
21,406
40
$1.06M 0.58%
19,083
+3,335
41
$1.03M 0.56%
26,274
-833
42
$1.02M 0.55%
8,489
-206
43
$1M 0.54%
71,187
+75
44
$972K 0.53%
79,258
+5,316
45
$942K 0.51%
15,828
-252
46
$925K 0.5%
15,060
+3,101
47
$889K 0.48%
13,300
-900
48
$864K 0.47%
6,301
-221
49
$849K 0.46%
25,383
-658
50
$823K 0.45%
17,416
+8,728
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