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
$152M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$1.15M
3
+$873K
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$648K
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$358K

Top Sells

1
+$859K
2
+$559K
3
+$355K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$347K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$294K

Sector Composition

1 Healthcare 3.95%
2 Financials 1.68%
3 Technology 1.61%
4 Communication Services 1.48%
5 Energy 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$212K 0.14%
+2,038
102
$210K 0.14%
+1,571
103
$207K 0.14%
8,928
104
$201K 0.13%
7,409
-8,090
105
$141K 0.09%
12,471
-5,093
106
– –
-10,953
1 2 3 4
5