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
126
$206K 0.09%
+6,588
127
– –
-15,231
128
– –
-7,713
2 3 4 5
6