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
$168M
AUM Growth
-$59K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$578K
2
+$391K
3
+$391K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$311K
5
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$271K

Top Sells

1
+$603K
2
+$581K
3
+$541K
4
GLD icon
SPDR Gold Trust
GLD
+$539K
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$376K

Sector Composition

1 Healthcare 3.39%
2 Communication Services 1.82%
3 Financials 1.55%
4 Technology 1.27%
5 Energy 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$674K 0.4%
11,794
+132
52
$672K 0.4%
13,996
-953
53
$660K 0.39%
12,480
-4,469
54
$621K 0.37%
10,564
-804
55
$601K 0.36%
7,674
+2,554
56
$597K 0.36%
11,020
+860
57
$589K 0.35%
50,076
-2,034
58
$578K 0.34%
+28,500
59
$565K 0.34%
4,254
60
$565K 0.34%
25,306
61
$557K 0.33%
33,013
-4,526
62
$544K 0.32%
9,937
63
$493K 0.29%
17,175
64
$481K 0.29%
12,385
65
$469K 0.28%
6,061
-472
66
$468K 0.28%
16,272
-1,141
67
$463K 0.28%
3,285
-231
68
$458K 0.27%
4,299
+22
69
$457K 0.27%
9,061
+82
70
$456K 0.27%
2,451
71
$442K 0.26%
3,711
72
$440K 0.26%
17,449
-2,293
73
$440K 0.26%
2,282
-50
74
$440K 0.26%
10,714
-3,433
75
$402K 0.24%
1,493
-321
1 2
3
4 5