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
$122M
AUM Growth
+$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$734K
3
+$607K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$594K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$342K

Top Sells

1
+$2.04M
2
+$1.79M
3
+$228K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$185K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$146K

Sector Composition

1 Healthcare 3.37%
2 Communication Services 2.5%
3 Technology 0.91%
4 Energy 0.88%
5 Financials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$420K 0.34%
12,876
-490
52
$402K 0.33%
16,296
-884
53
$398K 0.33%
13,320
54
$383K 0.31%
7,571
55
$351K 0.29%
10,519
56
$342K 0.28%
+13,676
57
$332K 0.27%
2,679
58
$322K 0.26%
4,125
+384
59
$302K 0.25%
2,435
+4
60
$298K 0.24%
8,460
+400
61
$286K 0.23%
8,260
+900
62
$259K 0.21%
10,560
63
$240K 0.2%
6,400
-1,087
64
$235K 0.19%
4,052
65
$229K 0.19%
2,465
66
$226K 0.19%
1,264
-198
67
$224K 0.18%
6,345
68
$219K 0.18%
5,352
69
$218K 0.18%
3,398
70
$217K 0.18%
1
71
$216K 0.18%
2,901
72
$209K 0.17%
8,733
73
$209K 0.17%
11,416
-10,111
74
$203K 0.17%
4,850
75
$145K 0.12%
+12,290
1 2
3
4