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
$250M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$1.31M
3
+$1.02M
4
IBB icon
iShares Biotechnology ETF
IBB
+$587K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$482K

Top Sells

1
+$1.44M
2
+$1.07M
3
+$865K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$814K
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$789K

Sector Composition

1 Healthcare 2.4%
2 Technology 2.26%
3 Communication Services 2.14%
4 Financials 0.95%
5 Consumer Discretionary 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGSB icon
51
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$938K 0.37%
17,112
-3,921
META icon
52
Meta Platforms (Facebook)
META
$1.8T
$918K 0.37%
2,641
-121
VDC icon
53
Vanguard Consumer Staples ETF
VDC
$7.46B
$871K 0.35%
4,774
XLF icon
54
Financial Select Sector SPDR Fund
XLF
$53.7B
$864K 0.35%
23,561
-1,386
NUW icon
55
Nuveen AMT-Free Municipal Value Fund
NUW
$254M
$855K 0.34%
49,480
-5,405
IGV icon
56
iShares Expanded Tech-Software Sector ETF
IGV
$10.1B
$838K 0.33%
10,745
VOE icon
57
Vanguard Mid-Cap Value ETF
VOE
$18.9B
$834K 0.33%
5,936
-320
SHW icon
58
Sherwin-Williams
SHW
$82.5B
$817K 0.33%
3,000
FNDB icon
59
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.02B
$768K 0.31%
42,360
-1,065
XLY icon
60
Consumer Discretionary Select Sector SPDR Fund
XLY
$24B
$766K 0.31%
4,292
+127
IWD icon
61
iShares Russell 1000 Value ETF
IWD
$64.4B
$764K 0.31%
4,819
+377
FXH icon
62
First Trust Health Care AlphaDEX Fund
FXH
$938M
$722K 0.29%
6,165
-255
VXUS icon
63
Vanguard Total International Stock ETF
VXUS
$107B
$656K 0.26%
9,988
+28
SCHF icon
64
Schwab International Equity ETF
SCHF
$52.4B
$636K 0.25%
32,252
+10,264
IJH icon
65
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
$630K 0.25%
11,715
-100
XSOE icon
66
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.1B
$600K 0.24%
14,267
-175
GSLC icon
67
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.5B
$588K 0.23%
6,833
+4
IYH icon
68
iShares US Healthcare ETF
IYH
$2.9B
$585K 0.23%
10,710
TIP icon
69
iShares TIPS Bond ETF
TIP
$13.9B
$581K 0.23%
4,535
-107
COWZ icon
70
Pacer US Cash Cows 100 ETF
COWZ
$19B
$567K 0.23%
13,248
-1,255
FXO icon
71
First Trust Financials AlphaDEX Fund
FXO
$2.13B
$551K 0.22%
12,621
-913
FBT icon
72
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.15B
$547K 0.22%
3,170
SKYY icon
73
First Trust Cloud Computing ETF
SKYY
$3.18B
$539K 0.22%
5,085
-146
VPU icon
74
Vanguard Utilities ETF
VPU
$8.04B
$535K 0.21%
3,852
-143
FEM icon
75
First Trust Emerging Markets AlphaDEX Fund
FEM
$456M
$514K 0.21%
18,361
+281
1 2
3
4 5