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
$232M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.85M
3
+$1.64M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$1.33M
5
GLD icon
SPDR Gold Trust
GLD
+$1.11M

Top Sells

1
+$1.43M
2
+$1.02M
3
+$921K
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$755K
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$700K

Sector Composition

1 Healthcare 3.21%
2 Technology 2.71%
3 Communication Services 1.78%
4 Financials 0.78%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$269K 0.12%
2,771
+3
102
$266K 0.11%
3,647
-450
103
$266K 0.11%
1,746
+45
104
$265K 0.11%
5,285
105
$263K 0.11%
1,180
+15
106
$256K 0.11%
609
107
$256K 0.11%
5,103
+2
108
$247K 0.11%
2,694
-183
109
$246K 0.11%
2,537
-172
110
$233K 0.1%
+1,040
111
$229K 0.1%
+1,628
112
$227K 0.1%
+2,210
113
$226K 0.1%
+7,995
114
$224K 0.1%
+10,497
115
$223K 0.1%
+2,087
116
$219K 0.09%
1,552
-72
117
$209K 0.09%
+4,107
118
$205K 0.09%
1,602
-234
119
$200K 0.09%
+2,749
120
$168K 0.07%
15,231
-43,025
121
– –
-54,035
122
– –
-8,334
123
– –
-6,686
124
– –
-10,640
125
– –
-10,936
2 3 4
5
6