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
$143M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$402K
3
+$329K
4
QCOM icon
Qualcomm
QCOM
+$301K
5
MLPA icon
Global X MLP ETF
MLPA
+$297K

Top Sells

1
+$4.16M
2
+$3.22M
3
+$1.31M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$898K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$819K

Sector Composition

1 Healthcare 4.01%
2 Financials 1.73%
3 Communication Services 1.46%
4 Technology 1.46%
5 Energy 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$312K 0.22%
9,050
77
$301K 0.21%
2,637
+7
78
$301K 0.21%
+5,437
79
$299K 0.21%
2,205
80
$297K 0.21%
5,233
+140
81
$296K 0.21%
10,043
82
$290K 0.2%
3,760
83
$280K 0.2%
1,989
+62
84
$260K 0.18%
5,061
-200
85
$259K 0.18%
2,991
86
$252K 0.18%
4,609
87
$243K 0.17%
+5,025
88
$241K 0.17%
4,013
+13
89
$236K 0.16%
1,878
90
$230K 0.16%
1,661
91
$218K 0.15%
1,993
92
$213K 0.15%
623
93
$213K 0.15%
+7,538
94
$208K 0.15%
2,509
+4
95
$203K 0.14%
4,154
96
$202K 0.14%
8,928
97
$201K 0.14%
6,303
98
$171K 0.12%
17,564
-16,633
99
– –
-3,413
100
– –
-3,659
1 2 3
4
5