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
51
$521K 0.38%
11,298
-1,458
52
$518K 0.38%
10,622
-510
53
$484K 0.35%
4,442
54
$447K 0.32%
10,780
-40
55
$434K 0.32%
+4,200
56
$423K 0.31%
5,039
-5,562
57
$393K 0.29%
12,525
-351
58
$375K 0.27%
9,729
-1,117
59
$374K 0.27%
12,650
-2
60
$367K 0.27%
14,508
-655
61
$349K 0.25%
8,240
-120
62
$345K 0.25%
10,631
+112
63
$344K 0.25%
2,444
+6
64
$341K 0.25%
3,872
-175
65
$328K 0.24%
13,424
+4,424
66
$309K 0.22%
4,474
67
$307K 0.22%
7,192
+656
68
$297K 0.22%
9,404
-1,017
69
$293K 0.21%
10,560
70
$287K 0.21%
2,675
-37
71
$286K 0.21%
7,201
-632
72
$286K 0.21%
34,610
+3,474
73
$282K 0.2%
9,050
74
$279K 0.2%
3,760
75
$267K 0.19%
3,743
+352
1 2
3
4