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
$145M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$1.05M
3
+$947K
4
FNDB icon
Schwab Fundamental US Broad Market Index ETF
FNDB
+$875K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$724K

Top Sells

1
+$1M
2
+$917K
3
+$560K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$418K
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$335K

Sector Composition

1 Healthcare 4.35%
2 Financials 1.71%
3 Communication Services 1.42%
4 Technology 1.38%
5 Energy 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$333K 0.23%
8,527
+234
77
$333K 0.23%
7,052
+1,673
78
$330K 0.23%
4,301
+386
79
$327K 0.22%
4,745
+761
80
$327K 0.22%
9,050
81
$324K 0.22%
3,841
82
$320K 0.22%
+6,367
83
$316K 0.22%
+12,475
84
$300K 0.21%
1,307
+387
85
$296K 0.2%
2,017
86
$295K 0.2%
5,178
-223
87
$287K 0.2%
2,641
+1
88
$269K 0.19%
+2,167
89
$266K 0.18%
4,532
+701
90
$265K 0.18%
+26,664
91
$262K 0.18%
5,514
92
$260K 0.18%
3,760
93
$250K 0.17%
3,277
94
$244K 0.17%
11,319
-635
95
$243K 0.17%
4,609
96
$241K 0.17%
2,401
+701
97
$237K 0.16%
1,855
-200
98
$236K 0.16%
3,685
-2,431
99
$232K 0.16%
+3,875
100
$226K 0.16%
2,126
-38
1 2 3
4
5