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
76
$299K 0.21%
2,017
77
$298K 0.2%
7,444
-225
78
$295K 0.2%
6,666
+1,856
79
$277K 0.19%
5,304
-3,457
80
$276K 0.19%
5,165
+1,851
81
$275K 0.19%
28,470
+9,691
82
$270K 0.19%
1,273
+58
83
$267K 0.18%
+3,943
84
$263K 0.18%
4,609
85
$253K 0.17%
9,429
-1,631
86
$252K 0.17%
6,214
-917
87
$244K 0.17%
+7,326
88
$243K 0.17%
17,283
+2,013
89
$242K 0.17%
10,972
-16
90
$237K 0.16%
2,920
-200
91
$235K 0.16%
+3,323
92
$229K 0.16%
+13,985
93
$226K 0.16%
1,692
94
$226K 0.16%
22,140
-522
95
$223K 0.15%
1,729
-27
96
$221K 0.15%
+2,459
97
$221K 0.15%
6,600
-2,225
98
$206K 0.14%
3,760
99
$201K 0.14%
+1,275
100
$200K 0.14%
50,232
+9,449
1 2 3
4
5