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
$168M
AUM Growth
-$59K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$578K
2
+$391K
3
+$391K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$311K
5
TPYP icon
Tortoise North American Pipeline Fund
TPYP
+$271K

Top Sells

1
+$603K
2
+$581K
3
+$541K
4
GLD icon
SPDR Gold Trust
GLD
+$539K
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$376K

Sector Composition

1 Healthcare 3.39%
2 Communication Services 1.82%
3 Financials 1.55%
4 Technology 1.27%
5 Energy 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.8M 7.64%
138,275
-1,288
2
$12.8M 7.62%
191,963
-5,648
3
$12.4M 7.39%
158,698
-2,282
4
$7.6M 4.53%
130,934
-2,511
5
$6.62M 3.95%
209,070
-3,550
6
$5.31M 3.16%
33,879
-858
7
$4.77M 2.84%
47,260
+761
8
$4.57M 2.72%
24,459
-1,038
9
$4.49M 2.68%
41,666
-366
10
$4.33M 2.58%
156,941
-5,979
11
$3.49M 2.08%
21,450
-133
12
$3.43M 2.04%
21,782
-518
13
$3.41M 2.03%
25,320
-758
14
$3.27M 1.95%
11,160
-297
15
$3.19M 1.9%
53,488
-2,394
16
$2.86M 1.71%
71,793
-820
17
$2.85M 1.7%
17,413
-191
18
$2.74M 1.64%
37,727
+1,729
19
$2.68M 1.6%
53,150
-6,486
20
$2.51M 1.49%
29,802
+100
21
$2.31M 1.38%
14,832
+100
22
$2.21M 1.31%
13,188
-47
23
$2.18M 1.3%
19,981
-104
24
$2.13M 1.27%
43,028
-712
25
$1.89M 1.13%
72,151
-516
1
2 3 4 5