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
$238M
AUM Growth
+$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.64M
3
+$988K
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$640K
5
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$477K

Top Sells

1
+$1.26M
2
+$1.2M
3
+$1.14M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.01M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$891K

Sector Composition

1 Healthcare 2.41%
2 Technology 2.19%
3 Communication Services 1.97%
4 Financials 0.85%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$509K 0.21%
3,170
+47
77
$501K 0.21%
5,231
-140
78
$477K 0.2%
+18,080
79
$468K 0.2%
1,705
80
$447K 0.19%
1,885
81
$426K 0.18%
7,413
82
$418K 0.18%
4,609
83
$416K 0.17%
1,160
84
$414K 0.17%
21,988
-1,116
85
$412K 0.17%
1,036
+316
86
$402K 0.17%
25,104
-996
87
$390K 0.16%
7,319
88
$383K 0.16%
3,760
89
$377K 0.16%
5,854
90
$351K 0.15%
11,797
-8,536
91
$346K 0.15%
1,592
92
$345K 0.14%
13,902
93
$340K 0.14%
+7,053
94
$336K 0.14%
10,928
+2,933
95
$330K 0.14%
10,150
-2,460
96
$311K 0.13%
5,972
+869
97
$308K 0.13%
934
-6
98
$303K 0.13%
1,467
99
$299K 0.13%
5,285
100
$299K 0.13%
9,482
+5
2 3
4
5 6