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
$184M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$3.87M
3
+$1.3M
4
MLPA icon
Global X MLP ETF
MLPA
+$412K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$393K

Top Sells

1
+$665K
2
+$629K
3
+$500K
4
XPH icon
State Street SPDR S&P Pharmaceuticals ETF
XPH
+$368K
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$322K

Sector Composition

1 Healthcare 3.49%
2 Communication Services 1.93%
3 Technology 1.47%
4 Financials 1.31%
5 Energy 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$821K 0.45%
13,763
52
$793K 0.43%
6,653
-428
53
$757K 0.41%
4,699
54
$749K 0.41%
10,728
-272
55
$736K 0.4%
23,676
-135
56
$717K 0.39%
10,700
-320
57
$710K 0.39%
8,469
-70
58
$632K 0.34%
4,630
-600
59
$629K 0.34%
28,410
+540
60
$613K 0.33%
47,808
+60
61
$572K 0.31%
4,001
-143
62
$567K 0.31%
8,761
-2,121
63
$547K 0.3%
24,171
64
$520K 0.28%
17,175
65
$507K 0.28%
6,022
-95
66
$492K 0.27%
3,925
+459
67
$488K 0.27%
11,845
-665
68
$468K 0.26%
2,282
69
$455K 0.25%
2,291
70
$445K 0.24%
1,504
-37
71
$432K 0.24%
2,902
72
$431K 0.23%
40,783
-5,518
73
$405K 0.22%
12,983
+233
74
$401K 0.22%
4,084
75
$398K 0.22%
10,714
1 2
3
4 5