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
$146M
AUM Growth
-$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.01M
3
+$867K
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$701K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$552K

Top Sells

1
+$5.16M
2
+$1.08M
3
+$697K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$613K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$613K

Sector Composition

1 Healthcare 3.82%
2 Communication Services 2.04%
3 Technology 1.91%
4 Financials 1.56%
5 Consumer Discretionary 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 1.14%
9,082
+3,019
27
$1.53M 1.05%
13,335
-240
28
$1.34M 0.92%
10,214
-1,504
29
$1.22M 0.84%
5,164
+3,660
30
$1.22M 0.83%
20,593
-2,745
31
$1.21M 0.83%
25,861
+2,683
32
$1.17M 0.8%
56,289
-5,225
33
$1.14M 0.78%
49,728
+8,557
34
$1.13M 0.78%
41,870
+16,487
35
$1.11M 0.77%
21,294
-112
36
$1.07M 0.74%
8,465
37
$1.03M 0.71%
19,083
38
$1.03M 0.71%
17,458
-1,439
39
$890K 0.61%
16,555
+1,495
40
$817K 0.56%
11,111
-72
41
$791K 0.54%
13,600
+300
42
$785K 0.54%
73,328
-5,930
43
$738K 0.51%
8,284
-205
44
$706K 0.48%
15,828
45
$655K 0.45%
63,957
-7,230
46
$644K 0.44%
4,674
-25
47
$622K 0.43%
10,700
48
$594K 0.41%
13,763
49
$541K 0.37%
6,653
50
$534K 0.37%
5,480
+1,760
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