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
$145M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 4.35%
2 Financials 1.71%
3 Communication Services 1.42%
4 Technology 1.38%
5 Energy 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$216K 0.15%
+13,536
102
$214K 0.15%
+6,513
103
$210K 0.14%
1,592
-69
104
$202K 0.14%
1,993
105
$200K 0.14%
+13,196
106
-5,566
107
-9,794
108
-623
109
-7,538
110
-6,303
111
-8,098
112
-1,580
113
-14,266
114
-8,928
115
-48,021
116
-10,043
117
-5,285
118
-5,224
119
-4,188
120
-7,567
121
-5,204
122
-3,593
123
-4,024