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
$160M
AUM Growth
-$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$801K
3
+$412K
4
IYE icon
iShares US Energy ETF
IYE
+$326K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$323K

Top Sells

1
+$1.03M
2
+$861K
3
+$762K
4
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$751K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$561K

Sector Composition

1 Healthcare 3.62%
2 Communication Services 1.99%
3 Financials 1.58%
4 Technology 1.52%
5 Energy 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$722K 0.45%
11,959
+165
52
$686K 0.43%
23,811
-29,874
53
$673K 0.42%
11,020
54
$671K 0.42%
5,230
-1,673
55
$665K 0.42%
8,539
+865
56
$652K 0.41%
10,882
+318
57
$595K 0.37%
4,144
-110
58
$565K 0.35%
47,748
-2,328
59
$548K 0.34%
24,171
-1,135
60
$546K 0.34%
27,870
-630
61
$486K 0.3%
17,175
62
$483K 0.3%
12,510
+125
63
$454K 0.28%
46,301
-19,997
64
$453K 0.28%
6,117
+56
65
$437K 0.27%
8,688
-3,792
66
$420K 0.26%
1,541
+48
67
$418K 0.26%
3,466
-245
68
$417K 0.26%
2,291
-160
69
$406K 0.25%
2,282
70
$404K 0.25%
12,637
71
$399K 0.25%
16,936
-513
72
$385K 0.24%
4,084
73
$377K 0.24%
9,363
+1,123
74
$371K 0.23%
7,669
-704
75
$365K 0.23%
10,714
1 2
3
4 5