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
$117M
AUM Growth
-$574K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$954K
2
+$581K
3
+$347K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$343K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$333K

Top Sells

1
+$2.08M
2
+$763K
3
+$277K
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$259K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$257K

Sector Composition

1 Healthcare 3.38%
2 Real Estate 3.26%
3 Communication Services 1.98%
4 Energy 0.84%
5 Technology 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$438K 0.37%
4,070
52
$395K 0.34%
13,366
53
$384K 0.33%
13,320
54
$376K 0.32%
17,180
-378
55
$374K 0.32%
7,571
-1
56
$362K 0.31%
21,527
+9,061
57
$343K 0.29%
+18,374
58
$324K 0.28%
2,679
59
$307K 0.26%
8,060
60
$296K 0.25%
10,519
61
$296K 0.25%
+3,741
62
$289K 0.25%
2,431
+7
63
$274K 0.23%
7,360
+1,960
64
$264K 0.23%
7,487
-657
65
$258K 0.22%
1,462
66
$254K 0.22%
10,560
67
$228K 0.19%
4,052
-422
68
$228K 0.19%
+809
69
$222K 0.19%
2,465
70
$219K 0.19%
6,345
-222
71
$217K 0.19%
5,352
72
$213K 0.18%
+1
73
$211K 0.18%
3,398
-362
74
$209K 0.18%
8,733
75
$206K 0.18%
+2,901
1 2
3
4