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
$118M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 3.55%
2 Real Estate 2.77%
3 Communication Services 1.72%
4 Technology 0.81%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$55K 0.05%
+16,341