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
$232M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.85M
3
+$1.64M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$1.33M
5
GLD icon
SPDR Gold Trust
GLD
+$1.11M

Top Sells

1
+$1.43M
2
+$1.02M
3
+$921K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$755K
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$700K

Sector Composition

1 Healthcare 3.21%
2 Technology 2.71%
3 Communication Services 1.78%
4 Financials 0.78%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 0.79%
8,848
-922
27
$1.81M 0.78%
7,791
-210
28
$1.74M 0.75%
5,066
+882
29
$1.74M 0.75%
8,193
-242
30
$1.73M 0.75%
34,076
-1,064
31
$1.54M 0.66%
50,178
-736
32
$1.51M 0.65%
8,480
+6,241
33
$1.43M 0.62%
16,122
-305
34
$1.41M 0.61%
22,528
-400
35
$1.33M 0.57%
+40,504
36
$1.22M 0.53%
13,920
-220
37
$1.19M 0.51%
20,173
+1,194
38
$1.16M 0.5%
21,033
39
$1.09M 0.47%
19,202
+10
40
$1.07M 0.46%
64,899
+4,236
41
$1.03M 0.44%
14,258
-1,966
42
$948K 0.41%
10,820
+20
43
$929K 0.4%
7,811
44
$924K 0.4%
9,604
+3
45
$903K 0.39%
13,166
-294
46
$857K 0.37%
66,566
+24,928
47
$840K 0.36%
5,160
-20
48
$840K 0.36%
7,227
+170
49
$836K 0.36%
16,369
+9,221
50
$813K 0.35%
4,674
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