HCIA
Hochman Cole Investment Advisors Portfolio holdings
AUM
$255M
This Quarter Return
+5.29%
1 Year Return
+23.26%
3 Year Return
+42.65%
5 Year Return
+86.17%
10 Year Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.23%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Fate Therapeutics
FATE
$115M
| $55K | 0.05% |
+16,341
| New | +$55K |
|