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
$152M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$1.15M
3
+$873K
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$648K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$358K

Top Sells

1
+$859K
2
+$559K
3
+$355K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$347K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$294K

Sector Composition

1 Healthcare 3.95%
2 Financials 1.68%
3 Technology 1.61%
4 Communication Services 1.48%
5 Energy 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$321K 0.21%
10,028
+48
77
$316K 0.21%
7,293
78
$310K 0.2%
2,205
79
$305K 0.2%
3,760
80
$303K 0.2%
5,400
-37
81
$296K 0.19%
+3,984
82
$290K 0.19%
3,277
+286
83
$286K 0.19%
10,043
84
$286K 0.19%
5,204
-29
85
$282K 0.19%
5,379
+24
86
$282K 0.19%
11,614
-420
87
$269K 0.18%
5,366
+341
88
$268K 0.18%
3,209
+700
89
$264K 0.17%
4,609
90
$255K 0.17%
+4,165
91
$241K 0.16%
4,024
+11
92
$231K 0.15%
7,538
93
$229K 0.15%
1,661
94
$223K 0.15%
1,878
95
$221K 0.15%
623
96
$219K 0.14%
1,993
97
$219K 0.14%
+5,224
98
$216K 0.14%
4,378
+224
99
$214K 0.14%
4,188
-873
100
$212K 0.14%
6,303
1 2 3
4
5