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
51
$522K 0.36%
40,370
-47,370
52
$513K 0.35%
27,140
-1,270
53
$509K 0.35%
17,507
-5,114
54
$505K 0.35%
4,141
+140
55
$494K 0.34%
13,005
+2,277
56
$486K 0.33%
5,469
-832
57
$463K 0.32%
14,549
-33,829
58
$459K 0.32%
4,630
59
$458K 0.31%
8,159
-310
60
$449K 0.31%
6,073
+51
61
$448K 0.31%
+2,045
62
$425K 0.29%
2,545
+263
63
$402K 0.28%
10,700
+2,035
64
$393K 0.27%
14,024
-12,250
65
$381K 0.26%
2,905
+3
66
$381K 0.26%
+24,330
67
$364K 0.25%
3,714
-211
68
$363K 0.25%
12,625
+780
69
$355K 0.24%
26,075
+12,663
70
$350K 0.24%
14,338
+1,355
71
$344K 0.24%
2,291
72
$337K 0.23%
+8,039
73
$335K 0.23%
9,809
+4,210
74
$326K 0.22%
10,519
-195
75
$313K 0.21%
14,157
-9,519
1 2
3
4 5