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
51
$640K 0.4%
4,566
52
$637K 0.4%
4,200
53
$576K 0.36%
13,769
54
$547K 0.34%
6,116
-145
55
$544K 0.34%
9,020
-140
56
$543K 0.34%
9,100
+560
57
$497K 0.31%
12,350
58
$488K 0.3%
4,144
-560
59
$459K 0.29%
2,451
60
$435K 0.27%
3,715
61
$418K 0.26%
+1,580
62
$415K 0.26%
+28,123
63
$397K 0.25%
9,683
64
$391K 0.24%
17,124
+3,200
65
$389K 0.24%
5,401
+1
66
$380K 0.24%
13,183
+1,200
67
$378K 0.24%
8,067
68
$375K 0.23%
2,164
+250
69
$367K 0.23%
9,050
70
$361K 0.22%
4,139
71
$356K 0.22%
8,293
+1,000
72
$354K 0.22%
3,915
+706
73
$348K 0.22%
3,841
-39
74
$348K 0.22%
2,017
75
$346K 0.22%
6,472
1 2
3
4 5