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
$168M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 3.48%
2 Communication Services 1.69%
3 Financials 1.48%
4 Technology 1.41%
5 Energy 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$422K 0.25%
3,711
77
$395K 0.24%
5,120
+94
78
$389K 0.23%
2,332
-505
79
$383K 0.23%
8,373
+332
80
$365K 0.22%
7,052
81
$358K 0.21%
3,841
82
$354K 0.21%
8,241
-286
83
$351K 0.21%
9,050
84
$336K 0.2%
2,017
85
$330K 0.2%
29,316
+2,652
86
$327K 0.19%
3,693
-608
87
$326K 0.19%
+2,969
88
$311K 0.19%
17,776
+4,580
89
$295K 0.18%
3,760
90
$294K 0.18%
5,150
-28
91
$291K 0.17%
5,514
92
$285K 0.17%
3,277
93
$278K 0.17%
4,609
94
$275K 0.16%
1,373
-644
95
$273K 0.16%
+3,945
96
$271K 0.16%
4,171
-361
97
$268K 0.16%
1,855
98
$264K 0.16%
3,953
+78
99
$260K 0.16%
10,988
-331
100
$258K 0.15%
1,624
+32