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
$117M
AUM Growth
-$574K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$954K
2
+$581K
3
+$347K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$343K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$333K

Top Sells

1
+$2.08M
2
+$763K
3
+$277K
4
FV icon
First Trust Dorsey Wright Focus 5 ETF
FV
+$259K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$257K

Sector Composition

1 Healthcare 3.38%
2 Real Estate 3.26%
3 Communication Services 1.98%
4 Energy 0.84%
5 Technology 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.51M 8.1%
140,264
-1,769
2
$7.37M 6.28%
166,153
+2,670
3
$7.1M 6.05%
133,859
-738
4
$5.94M 5.06%
74,293
+11,935
5
$5.74M 4.89%
174,173
-3,282
6
$4.39M 3.74%
38,480
-1,405
7
$4.26M 3.63%
188,541
-12,243
8
$3.68M 3.14%
46,892
-2,886
9
$3.46M 2.95%
65,606
-904
10
$3.21M 2.73%
34,089
-156
11
$3.04M 2.59%
28,552
-742
12
$2.92M 2.49%
26,783
-512
13
$2.92M 2.49%
26,214
+78
14
$2.81M 2.4%
142,358
+2,315
15
$2.76M 2.36%
68,663
+4
16
$2.53M 2.16%
25,352
-2,573
17
$2.41M 2.06%
11,744
+1,689
18
$2.36M 2.02%
38,195
+5,383
19
$2.27M 1.94%
39,796
+216
20
$2.04M 1.74%
33,635
-669
21
$1.92M 1.64%
38,734
+11,700
22
$1.79M 1.53%
38,776
+34
23
$1.52M 1.3%
13,763
-365
24
$1.4M 1.19%
16,095
+582
25
$1.37M 1.17%
32,790
+215
1
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