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
$143M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$402K
3
+$329K
4
QCOM icon
Qualcomm
QCOM
+$301K
5
MLPA icon
Global X MLP ETF
MLPA
+$297K

Top Sells

1
+$4.16M
2
+$3.22M
3
+$1.31M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$898K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$819K

Sector Composition

1 Healthcare 4.01%
2 Financials 1.73%
3 Communication Services 1.46%
4 Technology 1.46%
5 Energy 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$526K 0.37%
4,704
-479
52
$514K 0.36%
3,214
+49
53
$484K 0.34%
10,312
-58
54
$475K 0.33%
9,160
55
$463K 0.32%
12,350
-385
56
$455K 0.32%
9,682
-18
57
$441K 0.31%
8,540
-200
58
$407K 0.28%
18,598
-7,335
59
$403K 0.28%
4,517
+1,905
60
$402K 0.28%
+15,499
61
$402K 0.28%
2,451
62
$380K 0.27%
12,197
+302
63
$377K 0.26%
14,800
+1,000
64
$377K 0.26%
3,724
65
$374K 0.26%
12,172
66
$354K 0.25%
10,519
-72
67
$352K 0.25%
7,293
-25
68
$343K 0.24%
7,174
-355
69
$331K 0.23%
3,924
-344
70
$329K 0.23%
+9,980
71
$324K 0.23%
12,034
72
$317K 0.22%
4,118
73
$315K 0.22%
2,017
-296
74
$313K 0.22%
14,989
+333
75
$313K 0.22%
5,355
1 2
3
4 5