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
$160M
AUM Growth
-$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$801K
3
+$412K
4
IYE icon
iShares US Energy ETF
IYE
+$326K
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$323K

Top Sells

1
+$1.03M
2
+$861K
3
+$762K
4
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$751K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$561K

Sector Composition

1 Healthcare 3.62%
2 Communication Services 1.99%
3 Financials 1.58%
4 Technology 1.52%
5 Energy 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$220K 0.14%
737
102
$219K 0.14%
1,836
-157
103
$216K 0.13%
3,314
-873
104
$215K 0.13%
609
-14
105
$212K 0.13%
1,769
-1,200
106
$210K 0.13%
8,334
-594
107
$206K 0.13%
12,427
-20,586
108
$200K 0.12%
+1,537
109
$185K 0.12%
+4,046
110
– –
-16,272
111
– –
-16,042
112
– –
-9,061
113
– –
-11,976
114
– –
-2,943
1 2 3 4
5