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
$160M
AUM Growth
-$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$801K
3
+$412K
4
IYE icon
iShares US Energy ETF
IYE
+$326K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$323K

Top Sells

1
+$1.03M
2
+$861K
3
+$762K
4
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$751K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$561K

Sector Composition

1 Healthcare 3.62%
2 Communication Services 1.99%
3 Financials 1.58%
4 Technology 1.52%
5 Energy 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$359K 0.22%
2,902
-383
77
$353K 0.22%
12,750
+5,350
78
$352K 0.22%
29,736
+2,988
79
$350K 0.22%
2,017
80
$347K 0.22%
7,080
81
$342K 0.21%
3,696
82
$328K 0.2%
8,665
-385
83
$326K 0.2%
+10,262
84
$314K 0.2%
10,988
-55
85
$301K 0.19%
3,760
86
$297K 0.19%
15,771
+1,584
87
$292K 0.18%
1,724
88
$290K 0.18%
4,609
89
$265K 0.17%
1,756
-99
90
$265K 0.17%
11,344
+11
91
$262K 0.16%
1,215
-118
92
$258K 0.16%
2,881
-110
93
$250K 0.16%
2,104
+72
94
$237K 0.15%
3,524
-292
95
$236K 0.15%
2,213
-2,086
96
$234K 0.15%
5,716
-1,525
97
$233K 0.15%
16,965
+2,228
98
$230K 0.14%
6,245
-268
99
$229K 0.14%
9,066
-22,220
100
$221K 0.14%
5,285
1 2 3
4
5