HCIA
Hochman Cole Investment Advisors Portfolio holdings
AUM
$255M
1-Year Return
23.26%
This Quarter Return
+4.77%
1 Year Return
+23.26%
3 Year Return
+42.65%
5 Year Return
+86.17%
10 Year Return
–
AUM
$159M
AUM Growth
+$6.1M
(+4%)
Cap. Flow
-$1.2M
Cap. Flow
% of AUM
-0.76%
Top 10 Holdings %
Top 10 Hldgs %
44.94%
Holding
103
New
6
Increased
32
Reduced
45
Closed
2
Top Buys
Top Sells
Sector Composition
| 1 | Healthcare | 3.5% |
| 2 | Financials | 1.68% |
| 3 | Communication Services | 1.42% |
| 4 | Technology | 1.14% |
| 5 | Energy | 0.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$112M
| $200K | 0.13% |
6,303
-600
| -9% | -$19K |
|
102
First Trust Natural Gas ETF
FCG
$336M
| – | – |
-9,689
| Closed | -$211K |
|
103
Invesco FTSE RAFI US 1000 ETF
PRF
$8.13B
| – | – |
-9,400
| Closed | -$201K |
|