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
$168M
AUM Growth
-$59K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$578K
2
+$391K
3
+$391K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$311K
5
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$271K

Top Sells

1
+$603K
2
+$581K
3
+$541K
4
GLD icon
SPDR Gold Trust
GLD
+$539K
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$376K

Sector Composition

1 Healthcare 3.39%
2 Communication Services 1.82%
3 Financials 1.55%
4 Technology 1.27%
5 Energy 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$391K 0.23%
+12,782
77
$391K 0.23%
+12,637
78
$386K 0.23%
4,084
+243
79
$382K 0.23%
8,373
80
$364K 0.22%
7,080
+28
81
$353K 0.21%
9,050
82
$350K 0.21%
8,240
-1,723
83
$348K 0.21%
2,017
84
$342K 0.2%
2,969
85
$338K 0.2%
3,696
+3
86
$313K 0.19%
26,748
-2,568
87
$311K 0.19%
7,241
-1,000
88
$311K 0.19%
+16,042
89
$301K 0.18%
1,724
+100
90
$300K 0.18%
3,760
91
$289K 0.17%
4,609
92
$281K 0.17%
1,333
-40
93
$280K 0.17%
11,043
+55
94
$278K 0.17%
1,855
95
$275K 0.16%
4,187
+16
96
$271K 0.16%
+11,333
97
$270K 0.16%
14,187
+651
98
$267K 0.16%
2,991
-286
99
$258K 0.15%
3,816
-137
100
$253K 0.15%
2,032
+2
1 2 3
4
5