HCIA
Hochman Cole Investment Advisors Portfolio holdings
AUM
$255M
1-Year Return
23.26%
This Quarter Return
+0.37%
1 Year Return
+23.26%
3 Year Return
+42.65%
5 Year Return
+86.17%
10 Year Return
–
AUM
$160M
AUM Growth
-$7.55M
(-4.5%)
Cap. Flow
-$7.83M
Cap. Flow
% of AUM
-4.89%
Top 10 Holdings %
Top 10 Hldgs %
45.27%
Holding
114
New
4
Increased
26
Reduced
63
Closed
5
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$1.87M |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$801K |
| 3 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
$412K |
| 4 |
iShares US Energy ETF
IYE
|
$326K |
| 5 |
First Trust Managed Municipal ETF
FMB
|
$323K |
Top Sells
Sector Composition
| 1 | Healthcare | 3.62% |
| 2 | Communication Services | 1.99% |
| 3 | Financials | 1.58% |
| 4 | Technology | 1.52% |
| 5 | Energy | 0.64% |
