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
1
$10.1M 7.32%
135,578
-3,078
2
$8.98M 6.52%
168,492
-4,256
3
$7.83M 5.69%
186,247
-3,180
4
$7.51M 5.46%
137,669
-5,493
5
$7.46M 5.42%
84,672
-14,227
6
$5.37M 3.9%
193,980
-6,523
7
$4.2M 3.05%
31,486
-254
8
$4.15M 3.02%
45,711
-492
9
$3.98M 2.89%
30,286
-7,342
10
$3.84M 2.79%
161,632
+31,517
11
$3.48M 2.53%
32,163
-3,036
12
$3.43M 2.49%
25,912
-1,150
13
$3.34M 2.42%
63,436
-1,048
14
$3.22M 2.34%
26,469
-8,768
15
$3.06M 2.22%
12,985
-1,776
16
$2.87M 2.08%
68,496
-3,305
17
$2.42M 1.76%
47,253
-331
18
$2.37M 1.72%
33,851
-2,621
19
$2.16M 1.57%
18,973
-6,032
20
$2.15M 1.57%
15,673
+120
21
$2.05M 1.49%
31,454
-3,185
22
$1.95M 1.42%
19,926
-804
23
$1.87M 1.36%
67,327
+679
24
$1.85M 1.34%
13,293
-148
25
$1.76M 1.28%
65,218
-1,237
1
2 3 4