Pricing

COOPER/HAIMS ADVISORS, LLC

0 followers ยท
VICTOR NY Investment Advisor
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Cooper/haims Advisors is based out of Victor. Cooper/haims Advisors is a large advisory firm with 483 clients and discretionary assets under management (AUM) of $719,956,052 (Form ADV from 2023-03-29). Their last reported 13F filing for Q4 2023 included $176,396,884 in managed 13F securities and a top 10 holdings concentration of 72.36%. Cooper/haims Advisors's largest holding is Schwab Emerging Markets Equity ETF- with shares held of 1,067,463. Whalewisdom has at least 26 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
SCHE Schwab Emerging Mark 5.43%
VGK VANGUARD EUROPEAN ST 2.51%
REET iShares Global REIT 1.82%
IVV iShares Core S&P 500 1.68%
AAPL Apple Inc 0.69%

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $176m, Prior: $129m
New Purchases 8 stocks
Added To 31 stocks
Sold out of 7 stocks
Reduced holdings in 25 stocks
Top 10 Holdings % 72.36%
Turnover %[1] 18.99%
Turnover Alt %[2] 2.72%
Time Held Top 20 16.45 quarters
Time Held Top 10 12.3 quarters
Time Held All 14.95 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance