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
$184M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$3.87M
3
+$1.3M
4
MLPA icon
Global X MLP ETF
MLPA
+$412K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$393K

Top Sells

1
+$665K
2
+$629K
3
+$500K
4
XPH icon
SPDR S&P Pharmaceuticals ETF
XPH
+$368K
5
FXO icon
First Trust Financials AlphaDEX Fund
FXO
+$322K

Sector Composition

1 Healthcare 3.49%
2 Communication Services 1.93%
3 Technology 1.47%
4 Financials 1.31%
5 Energy 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 7.15%
128,782
-1,034
2
$12.7M 6.93%
138,713
-7,250
3
$12.5M 6.79%
171,763
-8,667
4
$10.5M 5.71%
208,288
+158,244
5
$7.83M 4.27%
124,276
-2,811
6
$6.31M 3.44%
188,222
-9,624
7
$6.05M 3.3%
56,267
+1,202
8
$5.13M 2.79%
30,951
-1,724
9
$4.76M 2.59%
22,382
-314
10
$4.47M 2.44%
145,375
-1,250
11
$4.38M 2.39%
37,874
-325
12
$3.87M 2.11%
+154,409
13
$3.49M 1.9%
23,617
-500
14
$3.42M 1.86%
38,594
-292
15
$3.32M 1.81%
51,321
+907
16
$3.29M 1.79%
18,424
-680
17
$3.18M 1.73%
18,072
-330
18
$3.08M 1.68%
9,580
-317
19
$2.76M 1.51%
15,166
-288
20
$2.69M 1.47%
36,648
-6,804
21
$2.69M 1.46%
58,815
-8,058
22
$2.59M 1.41%
29,766
-37
23
$2.42M 1.32%
20,115
+847
24
$2.25M 1.23%
13,575
-10
25
$2.09M 1.14%
11,718
-602
1
2 3 4 5