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
$184M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$3.87M
3
+$1.3M
4
MLPA icon
Global X MLP ETF
MLPA
+$412K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$393K

Top Sells

1
+$665K
2
+$629K
3
+$500K
4
XPH icon
State Street SPDR S&P Pharmaceuticals ETF
XPH
+$368K
5
FXO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$254K 0.14%
2,107
+3
102
$251K 0.14%
5,599
-117
103
$239K 0.13%
5,285
104
$239K 0.13%
1,836
105
$238K 0.13%
737
106
$230K 0.13%
3,314
107
$229K 0.12%
609
108
$222K 0.12%
1,537
109
$222K 0.12%
8,334
110
$210K 0.11%
1,684
-85
111
$207K 0.11%
+10,952
112
– –
-4,046
113
– –
-6,245
114
– –
-12,427
115
– –
-9,066
116
– –
-2,213
1 2 3 4
5