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
$238M
AUM Growth
+$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.64M
3
+$988K
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$640K
5
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$477K

Top Sells

1
+$1.26M
2
+$1.2M
3
+$1.14M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.01M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$891K

Sector Composition

1 Healthcare 2.41%
2 Technology 2.19%
3 Communication Services 1.97%
4 Financials 0.85%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.86%
59,001
+18,497
27
$2.02M 0.85%
7,901
+110
28
$1.96M 0.82%
8,872
+24
29
$1.92M 0.8%
95,126
+81,608
30
$1.86M 0.78%
36,652
+2,576
31
$1.83M 0.77%
5,025
-41
32
$1.76M 0.74%
8,193
33
$1.66M 0.7%
52,108
+1,930
34
$1.64M 0.69%
+41,049
35
$1.63M 0.68%
16,500
+378
36
$1.52M 0.64%
22,573
+45
37
$1.48M 0.62%
14,260
+340
38
$1.25M 0.53%
21,585
+1,412
39
$1.15M 0.48%
21,033
40
$1.14M 0.48%
11,040
+220
41
$1.12M 0.47%
14,258
42
$1.08M 0.46%
19,212
+10
43
$1.03M 0.43%
7,811
44
$996K 0.42%
8,731
-873
45
$933K 0.39%
7,664
+437
46
$909K 0.38%
12,295
-871
47
$905K 0.38%
54,885
-10,014
48
$888K 0.37%
8,178
-384
49
$865K 0.36%
64,163
-2,403
50
$851K 0.36%
4,774
+100
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2
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