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
$184M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$3.87M
3
+$1.3M
4
MLPA icon
Global X MLP ETF
MLPA
+$412K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$393K

Top Sells

1
+$665K
2
+$629K
3
+$500K
4
XPH icon
State Street SPDR S&P Pharmaceuticals ETF
XPH
+$368K
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$322K

Sector Composition

1 Healthcare 3.49%
2 Communication Services 1.93%
3 Technology 1.47%
4 Financials 1.31%
5 Energy 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$392K 0.21%
8,825
-538
77
$384K 0.21%
7,669
78
$383K 0.21%
7,131
+51
79
$380K 0.21%
2,017
80
$374K 0.2%
8,665
81
$372K 0.2%
15,835
+4,491
82
$366K 0.2%
11,060
-1,577
83
$344K 0.19%
+3,720
84
$330K 0.18%
+24,033
85
$324K 0.18%
10,988
86
$321K 0.17%
3,760
87
$316K 0.17%
11,901
-5,035
88
$315K 0.17%
3,120
-576
89
$312K 0.17%
4,609
90
$307K 0.17%
9,546
-716
91
$306K 0.17%
15,270
-501
92
$299K 0.16%
1,692
-32
93
$297K 0.16%
1,215
94
$290K 0.16%
22,662
-7,074
95
$287K 0.16%
1,756
96
$277K 0.15%
18,779
+1,814
97
$273K 0.15%
2,881
98
$270K 0.15%
+13,412
99
$258K 0.14%
+4,810
100
$255K 0.14%
3,524
1 2 3
4
5