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
$232M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.85M
3
+$1.64M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$1.33M
5
GLD icon
SPDR Gold Trust
GLD
+$1.11M

Top Sells

1
+$1.43M
2
+$1.02M
3
+$921K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$755K
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$700K

Sector Composition

1 Healthcare 3.21%
2 Technology 2.71%
3 Communication Services 1.78%
4 Financials 0.78%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$787K 0.34%
8,562
-264
52
$784K 0.34%
2,869
+621
53
$761K 0.33%
10,745
-1,325
54
$751K 0.32%
25,481
+630
55
$744K 0.32%
6,256
-339
56
$735K 0.32%
3,000
-1,200
57
$692K 0.3%
6,420
+76
58
$651K 0.28%
43,476
-7,563
59
$641K 0.28%
+42,140
60
$641K 0.28%
4,506
-933
61
$626K 0.27%
+4,903
62
$624K 0.27%
3,878
+284
63
$607K 0.26%
4,442
-73
64
$582K 0.25%
4,240
-329
65
$566K 0.24%
20,333
-7,887
66
$563K 0.24%
9,358
+8
67
$559K 0.24%
14,087
+34
68
$537K 0.23%
+17,312
69
$534K 0.23%
13,871
-27
70
$527K 0.23%
10,710
71
$525K 0.23%
3,123
-11
72
$517K 0.22%
6,825
-296
73
$516K 0.22%
11,225
74
$516K 0.22%
7,608
+1,944
75
$510K 0.22%
5,371
-119
1 2
3
4 5