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
$161M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$418K
2
+$415K
3
+$399K
4
BF.B icon
Brown-Forman Class B
BF.B
+$279K
5
ABBV icon
AbbVie
ABBV
+$273K

Top Sells

1
+$1.56M
2
+$958K
3
+$602K
4
JPM icon
JPMorgan Chase
JPM
+$212K
5
IBM icon
IBM
IBM
+$210K

Sector Composition

1 Healthcare 4.17%
2 Technology 1.69%
3 Financials 1.51%
4 Communication Services 1.5%
5 Energy 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.15%
24,465
+591
27
$1.59M 0.99%
20,249
-80
28
$1.44M 0.9%
10,091
-527
29
$1.35M 0.84%
22,497
+500
30
$1.23M 0.77%
5,738
31
$1.19M 0.74%
28,454
-316
32
$1.17M 0.73%
39,421
+1,651
33
$1.06M 0.66%
18,212
34
$1.05M 0.66%
10,546
-209
35
$1.05M 0.65%
42,188
-620
36
$1.03M 0.64%
12,154
+3
37
$1.02M 0.63%
19,446
-2,313
38
$1.01M 0.63%
7,285
39
$980K 0.61%
8,855
40
$953K 0.59%
8,427
-88
41
$923K 0.57%
16,736
42
$917K 0.57%
48,021
-81,726
43
$900K 0.56%
51,438
44
$874K 0.54%
6,903
-203
45
$854K 0.53%
18,271
46
$844K 0.53%
14,722
+1,545
47
$719K 0.45%
32,364
48
$703K 0.44%
57,421
-724
49
$679K 0.42%
4,128
+820
50
$676K 0.42%
13,798
-3,990
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2
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