HCIA
Hochman Cole Investment Advisors Portfolio holdings
AUM
$255M
This Quarter Return
+2.52%
1 Year Return
+23.26%
3 Year Return
+42.65%
5 Year Return
+86.17%
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(+6.1%)
Cap. Flow
+$5.36M
Cap. Flow
% of AUM
3.52%
Top 10 Holdings %
Top 10 Hldgs %
44.86%
Holding
106
New
8
Increased
36
Reduced
36
Closed
1
Top Buys
Top Sells
Sector Composition
| 1 | Healthcare | 3.95% |
| 2 | Financials | 1.68% |
| 3 | Technology | 1.61% |
| 4 | Communication Services | 1.48% |
| 5 | Energy | 0.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
JPMorgan Chase
JPM
$829B
| $212K | 0.14% | +2,038 | New | +$212K |
|
102
IBM
IBM
$227B
| $210K | 0.14% | +1,502 | New | +$210K |
|
103
ALPS Equal Sector Weight ETF
EQL
$549M
| $207K | 0.14% | 2,976 | – | – |
|
104
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$987M
| $201K | 0.13% | 7,409 -8,090 | -52% | -$219K |
|
105
Fate Therapeutics
FATE
$120M
| $141K | 0.09% | 12,471 -5,093 | -29% | -$57.6K |
|
106
Vanguard Short-Term Bond ETF
BSV
$38.5B
| – | – | -10,953 | Closed | -$859K |
|