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
$138M
AUM Growth
-$375K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$748K
3
+$718K
4
SHW icon
Sherwin-Williams
SHW
+$434K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$189K

Top Sells

1
+$1.25M
2
+$1.07M
3
+$964K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$686K
5
HDV icon
iShares Core High Dividend ETF
HDV
+$467K

Sector Composition

1 Healthcare 2.73%
2 Communication Services 1.83%
3 Financials 1.56%
4 Technology 1.08%
5 Energy 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 1.19%
17,998
-1,488
27
$1.5M 1.09%
38,626
-467
28
$1.49M 1.08%
41,552
-1,800
29
$1.36M 0.99%
30,731
-4,901
30
$1.27M 0.92%
19,569
-967
31
$1.24M 0.9%
10,969
+10
32
$1.22M 0.89%
25,648
33
$1.17M 0.85%
11,499
-242
34
$1.13M 0.82%
57,835
-6,812
35
$1.11M 0.8%
30,007
36
$1.07M 0.78%
13,093
+320
37
$1.04M 0.75%
6,229
+1,137
38
$1M 0.73%
10,491
-2,853
39
$968K 0.7%
8,421
+1
40
$964K 0.7%
37,716
41
$764K 0.56%
+6,439
42
$759K 0.55%
50,373
-8,617
43
$750K 0.54%
6,101
-83
44
$718K 0.52%
+11,971
45
$707K 0.51%
15,108
-412
46
$685K 0.5%
23,473
47
$652K 0.47%
4,638
48
$584K 0.42%
5,183
49
$538K 0.39%
15,700
-605
50
$530K 0.39%
3,733
-3,204
1
2
3 4