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
$238M
AUM Growth
+$6.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.64M
3
+$988K
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$640K
5
FEM icon
First Trust Emerging Markets AlphaDEX Fund
FEM
+$477K

Top Sells

1
+$1.26M
2
+$1.2M
3
+$1.14M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$1.01M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$891K

Sector Composition

1 Healthcare 2.41%
2 Technology 2.19%
3 Communication Services 1.97%
4 Financials 0.85%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$293K 0.12%
2,771
102
$285K 0.12%
10,291
+50
103
$279K 0.12%
1,181
+1
104
$277K 0.12%
3,647
105
$277K 0.12%
2,537
106
$276K 0.12%
10,300
-360
107
$274K 0.12%
2,706
+12
108
$260K 0.11%
+4,813
109
$257K 0.11%
10,572
+75
110
$246K 0.1%
1,855
+109
111
$244K 0.1%
1,076
-170
112
$239K 0.1%
4,107
113
$238K 0.1%
500
-109
114
$238K 0.1%
1,040
115
$233K 0.1%
+7,177
116
$232K 0.1%
2,749
117
$228K 0.1%
2,087
118
$228K 0.1%
1,552
119
$226K 0.09%
+6,213
120
$226K 0.09%
1,602
121
$226K 0.09%
2,210
122
$216K 0.09%
1,350
-7,130
123
$214K 0.09%
+5,547
124
$212K 0.09%
1,564
-64
125
$208K 0.09%
11,487
-6,279
2 3 4
5
6