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
$122M
AUM Growth
+$4.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$734K
3
+$607K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$594K
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$342K

Top Sells

1
+$2.04M
2
+$1.79M
3
+$228K
4
DSL
DoubleLine Income Solutions Fund
DSL
+$185K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$146K

Sector Composition

1 Healthcare 3.37%
2 Communication Services 2.5%
3 Technology 0.91%
4 Energy 0.88%
5 Financials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19K 0.02%
11,005
-5,336
77
– –
-33,635
78
– –
-38,776
79
– –
-10,360
80
– –
-809
1 2 3
4