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
$250M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.31M
3
+$1.02M
4
IBB icon
iShares Biotechnology ETF
IBB
+$587K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$482K

Top Sells

1
+$1.44M
2
+$1.07M
3
+$865K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$814K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$789K

Sector Composition

1 Healthcare 2.4%
2 Technology 2.26%
3 Communication Services 2.14%
4 Financials 0.95%
5 Consumer Discretionary 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
26
Abbott
ABT
$224B
$2.22M 0.88%
19,112
+166
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.17M 0.87%
7,815
-86
VO icon
28
Vanguard Mid-Cap ETF
VO
$87.5B
$2.08M 0.83%
8,779
-93
VOO icon
29
Vanguard S&P 500 ETF
VOO
$757B
$2.05M 0.82%
5,199
+174
FPE icon
30
First Trust Preferred Securities and Income ETF
FPE
$6.27B
$1.93M 0.77%
93,562
-1,564
SCHE icon
31
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$1.87M 0.75%
56,829
+4,721
GOOG icon
32
Alphabet (Google) Class C
GOOG
$3.07T
$1.73M 0.69%
13,840
-420
VOT icon
33
Vanguard Mid-Cap Growth ETF
VOT
$17.7B
$1.73M 0.69%
7,335
-858
XLI icon
34
Industrial Select Sector SPDR Fund
XLI
$23.4B
$1.69M 0.67%
16,504
+4
JPST icon
35
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$1.61M 0.64%
31,674
-4,978
CFO icon
36
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$415M
$1.4M 0.56%
19,601
-2,972
LMBS icon
37
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.42B
$1.31M 0.52%
+25,803
GOOGL icon
38
Alphabet (Google) Class A
GOOGL
$3.06T
$1.31M 0.52%
10,740
-300
VZ icon
39
Verizon
VZ
$171B
$1.19M 0.47%
21,191
-394
XME icon
40
SPDR S&P Metals & Mining ETF
XME
$2.93B
$1.15M 0.46%
26,669
-14,380
IJK icon
41
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.12B
$1.13M 0.45%
14,005
-253
FMB icon
42
First Trust Managed Municipal ETF
FMB
$1.92B
$1.1M 0.44%
19,221
+9
VBR icon
43
Vanguard Small-Cap Value ETF
VBR
$31B
$1.09M 0.44%
6,282
+1,776
VTV icon
44
Vanguard Value ETF
VTV
$147B
$1.06M 0.42%
7,736
-75
IJR icon
45
iShares Core S&P Small-Cap ETF
IJR
$84.8B
$1.04M 0.42%
9,241
+1,063
PMAY icon
46
Innovator US Equity Power Buffer ETF May
PMAY
$633M
$1.02M 0.41%
+34,705
DVY icon
47
iShares Select Dividend ETF
DVY
$20.6B
$1.01M 0.41%
8,705
-26
QUAL icon
48
iShares MSCI USA Quality Factor ETF
QUAL
$53.1B
$1.01M 0.4%
7,578
-86
IWR icon
49
iShares Russell Mid-Cap ETF
IWR
$44.3B
$974K 0.39%
12,295
AMZN icon
50
Amazon
AMZN
$2.27T
$963K 0.38%
5,600
+240
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