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
101
$172K 0.12%
19,758
-4,413
102
$168K 0.12%
16,664
-7,369
103
$161K 0.11%
11,859
-3,976
104
$96K 0.07%
5,076
-12,340
105
– –
-2,107
106
– –
-1,537
107
– –
-8,334
108
– –
-11,901
109
– –
-5,285
110
– –
-17,175
111
– –
-4,084
112
– –
-1,836
113
– –
-737
114
– –
-2,881
115
– –
-9,546
116
– –
-609
117
– –
-10,952
118
– –
-47,808
119
– –
-1,684
120
– –
-3,524
1 2 3 4
5