HCIA
Hochman Cole Investment Advisors Portfolio holdings
AUM
$255M
This Quarter Return
+20.05%
1 Year Return
+23.26%
3 Year Return
+42.65%
5 Year Return
+86.17%
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(+24%)
Cap. Flow
+$7.7M
Cap. Flow
% of AUM
4.24%
Top 10 Holdings %
Top 10 Hldgs %
45.56%
Holding
115
New
11
Increased
34
Reduced
46
Closed
9
Top Buys
| 1 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$2.93M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$1.24M |
| 3 |
Global X US Preferred ETF
PFFD
|
$1.23M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$834K |
| 5 |
Invesco QQQ Trust
QQQ
|
$755K |
Top Sells
| 1 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
$910K |
| 2 |
HSBC
HSBC
|
$393K |
| 3 |
IFN
India Fund
IFN
|
$355K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$325K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$297K |
Sector Composition
| 1 | Healthcare | 3.78% |
| 2 | Technology | 2.09% |
| 3 | Communication Services | 1.8% |
| 4 | Financials | 0.81% |
| 5 | Consumer Discretionary | 0.45% |
