HCIA
Hochman Cole Investment Advisors Portfolio holdings
AUM
$255M
1-Year Return
23.26%
This Quarter Return
+8.19%
1 Year Return
+23.26%
3 Year Return
+42.65%
5 Year Return
+86.17%
10 Year Return
–
AUM
$184M
AUM Growth
+$23.4M
(+15%)
Cap. Flow
+$9.53M
Cap. Flow
% of AUM
5.19%
Top 10 Holdings %
Top 10 Hldgs %
45.41%
Holding
116
New
7
Increased
20
Reduced
57
Closed
5
Top Buys
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$7.96M |
| 2 |
Global X US Preferred ETF
PFFD
|
$3.87M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.3M |
| 4 |
Global X MLP ETF
MLPA
|
$412K |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
$393K |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$665K |
| 2 |
First Trust Technology AlphaDEX Fund
FXL
|
$629K |
| 3 |
Apple
AAPL
|
$500K |
| 4 |
SPDR S&P Pharmaceuticals ETF
XPH
|
$368K |
| 5 |
First Trust Financials AlphaDEX Fund
FXO
|
$322K |
Sector Composition
| 1 | Healthcare | 3.49% |
| 2 | Communication Services | 1.93% |
| 3 | Technology | 1.47% |
| 4 | Financials | 1.31% |
| 5 | Energy | 0.55% |
