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
76
$338K 0.21%
3,984
77
$335K 0.21%
14,266
78
$323K 0.2%
2,640
+2
79
$320K 0.2%
9,794
-234
80
$320K 0.2%
5,204
81
$315K 0.2%
3,760
82
$308K 0.19%
2,055
-150
83
$303K 0.19%
11,954
+340
84
$296K 0.18%
2,626
+748
85
$296K 0.18%
3,277
86
$286K 0.18%
4,609
87
$281K 0.18%
5,566
+200
88
$280K 0.17%
10,043
89
$279K 0.17%
+5,514
90
$279K 0.17%
5,379
91
$265K 0.17%
1,661
92
$262K 0.16%
8,098
-4,113
93
$261K 0.16%
+3,831
94
$246K 0.15%
+920
95
$240K 0.15%
4,024
96
$238K 0.15%
7,538
97
$235K 0.15%
+14,032
98
$231K 0.14%
1,993
99
$229K 0.14%
623
100
$226K 0.14%
4,378
1 2 3
4
5