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
1
$11.3M 7.79%
128,110
-672
2
$10.8M 7.43%
134,662
-4,051
3
$9.63M 6.61%
162,075
-9,688
4
$6.6M 4.53%
121,116
-3,160
5
$6.27M 4.31%
32,953
+10,571
6
$5.26M 3.61%
20,426
+10,846
7
$5.24M 3.6%
104,920
-103,368
8
$3.8M 2.61%
47,545
-8,722
9
$3.57M 2.45%
30,918
-33
10
$3.41M 2.34%
161,365
-26,857
11
$3.34M 2.29%
152,513
-1,896
12
$3.3M 2.26%
59,495
+8,174
13
$3.14M 2.16%
150,991
+5,616
14
$3.08M 2.11%
36,654
-1,220
15
$2.96M 2.03%
38,793
+199
16
$2.7M 1.85%
17,910
-162
17
$2.6M 1.78%
18,368
-56
18
$2.59M 1.78%
21,849
-1,768
19
$2.32M 1.59%
14,822
-344
20
$2.31M 1.59%
36,368
-280
21
$2.28M 1.57%
28,913
-853
22
$2.25M 1.55%
20,910
+795
23
$2.06M 1.42%
57,227
-1,588
24
$1.78M 1.22%
40,746
+16,035
25
$1.72M 1.18%
34,611
+8,852
1
2 3 4 5