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
$118M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7M
3
+$6.8M
4
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$5.9M
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$4.65M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.55%
2 Real Estate 2.77%
3 Communication Services 1.72%
4 Technology 0.81%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$536K 0.45%
+4,153
52
$382K 0.32%
+4,070
53
$371K 0.31%
+13,320
54
$369K 0.31%
+7,572
55
$354K 0.3%
+17,558
56
$347K 0.29%
+13,366
57
$322K 0.27%
+2,679
58
$322K 0.27%
+10,519
59
$314K 0.27%
+8,060
60
$294K 0.25%
+2,424
61
$290K 0.25%
+8,144
62
$281K 0.24%
+8,312
63
$254K 0.22%
+1,462
64
$254K 0.22%
+10,560
65
$246K 0.21%
+4,474
66
$243K 0.21%
+5,048
67
$220K 0.19%
+3,760
68
$218K 0.18%
+2,465
69
$217K 0.18%
+5,352
70
$215K 0.18%
+6,567
71
$213K 0.18%
+8,733
72
$212K 0.18%
+6,029
73
$205K 0.17%
+5,400
74
$202K 0.17%
+12,466
75
$79K 0.07%
+10,360
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4