HCIA
Hochman Cole Investment Advisors Portfolio holdings
AUM
$255M
1-Year Est. Return
23.26%
1 Year Est. Return
+23.26%
AUM
$250M
AUM Growth
+$12.2M
(+5.1%)
Holding
133
Top Buys
| 1 | +$2.87M | |
| 2 | +$1.31M | |
| 3 | +$1.02M | |
| 4 |
iShares Biotechnology ETF
IBB
|
+$587K |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
+$482K |
Top Sells
| 1 | +$1.44M | |
| 2 | +$1.07M | |
| 3 | +$865K | |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
+$814K |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$789K |
Sector Composition
| 1 | Healthcare | 2.4% |
| 2 | Technology | 2.26% |
| 3 | Communication Services | 2.14% |
| 4 | Financials | 0.95% |
| 5 | Consumer Discretionary | 0.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Alibaba
BABA
$387B
| – | – |
-1,076
|
|
||
127
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.48B
| – | – |
-64,163
|
|
||
128
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
$529M
| – | – |
-42,812
|
|
||
129
First Trust California Municipal High income ETF
FCAL
$190M
| – | – |
-4,813
|
|
||
130
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
| – | – |
-500
|
|
||
131
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.12B
| – | – |
-10,291
|
|
||
132
Vanguard Health Care ETF
VHT
$15.9B
| – | – |
-1,040
|
|
||
133
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
| – | – |
-15,007
|
|