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
$238M
AUM Growth
+$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.64M
3
+$988K
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$640K
5
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$477K

Top Sells

1
+$1.26M
2
+$1.2M
3
+$1.14M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.01M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$891K

Sector Composition

1 Healthcare 2.41%
2 Technology 2.19%
3 Communication Services 1.97%
4 Financials 0.85%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$849K 0.36%
24,947
-534
52
$844K 0.35%
6,256
53
$829K 0.35%
5,360
+200
54
$813K 0.34%
2,762
-107
55
$774K 0.32%
15,007
-1,362
56
$746K 0.31%
4,506
57
$742K 0.31%
43,425
-51
58
$738K 0.31%
3,000
59
$734K 0.31%
10,745
60
$700K 0.29%
4,165
+287
61
$697K 0.29%
6,420
62
$696K 0.29%
42,812
+672
63
$673K 0.28%
4,442
64
$625K 0.26%
9,960
+602
65
$615K 0.26%
11,815
+590
66
$590K 0.25%
14,503
+19
67
$588K 0.25%
14,442
+355
68
$583K 0.24%
4,642
-261
69
$563K 0.24%
13,534
+19
70
$561K 0.24%
3,995
-245
71
$544K 0.23%
7,859
+251
72
$541K 0.23%
10,710
73
$540K 0.23%
6,829
+4
74
$536K 0.23%
17,536
+224
75
$533K 0.22%
13,879
+8
1 2
3
4 5