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
1
$17.2M 7.24%
129,832
-6,708
2
$16.2M 6.78%
142,166
-11,055
3
$14.3M 5.98%
122,121
-208
4
$13.6M 5.71%
42,611
+395
5
$11.4M 4.78%
225,445
-7,287
6
$11M 4.61%
430,157
+38,741
7
$9.45M 3.97%
138,327
-666
8
$8.04M 3.37%
20,278
-801
9
$7.72M 3.24%
105,260
+1,722
10
$5.75M 2.41%
26,868
-930
11
$5.4M 2.27%
84,260
-2,629
12
$4.7M 1.97%
38,465
-5,017
13
$4.46M 1.87%
37,745
+942
14
$4.4M 1.85%
31,078
-885
15
$4.37M 1.83%
72,851
-16,822
16
$4.05M 1.7%
16,673
-414
17
$3.77M 1.58%
16,823
-86
18
$3.72M 1.56%
24,701
+165
19
$3.63M 1.52%
19,564
-988
20
$3.6M 1.51%
13,991
-296
21
$3.48M 1.46%
32,121
-7,889
22
$3.37M 1.41%
48,579
+1,550
23
$2.76M 1.16%
54,892
-886
24
$2.69M 1.13%
12,171
-52
25
$2.27M 0.95%
18,946
-10,012
1
2 3 4 5