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
76
$253K 0.18%
5,286
77
$248K 0.18%
5,352
78
$244K 0.18%
4,651
+206
79
$243K 0.18%
18,268
+7,797
80
$241K 0.18%
2,901
81
$218K 0.16%
7,782
-219
82
$216K 0.16%
1,784
-164
83
$210K 0.15%
3,365
-123
84
$208K 0.15%
1,009
-326
85
$207K 0.15%
1,993
-472
86
$202K 0.15%
4,632
-1,767
87
– –
-4,149
88
– –
-13,830
89
– –
-10,887
90
– –
-2,679
91
– –
-26,848
92
– –
-1
1 2 3
4