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
101
$224K 0.14%
+5,285
102
$223K 0.14%
6,303
103
$222K 0.14%
3,593
-572
104
$219K 0.14%
5,224
105
$217K 0.14%
8,928
106
$215K 0.13%
7,567
+158
107
$213K 0.13%
4,188
108
$202K 0.13%
+1,700
109
– –
-12,471
110
– –
-46,322
111
– –
-1,571
112
– –
-2,038
113
– –
-23,140
1 2 3 4
5