HCIA

Hochman Cole Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 23.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$627K
2
+$402K
3
+$329K
4
QCOM icon
Qualcomm
QCOM
+$301K
5
MLPA icon
Global X MLP ETF
MLPA
+$297K

Top Sells

1
+$4.16M
2
+$3.22M
3
+$1.31M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$898K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$819K

Sector Composition

1 Healthcare 4.01%
2 Financials 1.73%
3 Communication Services 1.46%
4 Technology 1.46%
5 Energy 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-5,683
102
– –
-2,827
103
– –
-41,135
104
– –
-7,756
105
– –
-9,048
106
– –
-9,547
1 2 3 4
5