HCMG

Howard Capital Management Group Portfolio holdings

AUM $1.58B
1-Year Est. Return 19.66%
This Quarter Est. Return
1 Year Est. Return
+19.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.3B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$17.8M
3
+$977K
4
AMZN icon
Amazon
AMZN
+$804K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$718K

Top Sells

1
+$29.9M
2
+$25.1M
3
+$1.06M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$967K
5
IYW icon
iShares US Technology ETF
IYW
+$573K

Sector Composition

1 Technology 30.87%
2 Financials 11.54%
3 Healthcare 11.04%
4 Consumer Discretionary 9.7%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.8M 1.45%
130,889
+1,269
27
$18.2M 1.4%
+129,650
28
$18M 1.39%
282,265
+8,825
29
$17.8M 1.37%
+125,502
30
$17.3M 1.33%
88,864
+2,145
31
$17.3M 1.33%
102,059
+1,732
32
$9.7M 0.75%
63,696
-1,490
33
$7.64M 0.59%
51,738
-412
34
$7.19M 0.55%
108,426
-792
35
$6.06M 0.47%
44,182
-269
36
$5.96M 0.46%
78,087
+1,088
37
$4.59M 0.35%
24,986
-817
38
$2.92M 0.22%
6,568
+10
39
$2.87M 0.22%
31,374
40
$2.63M 0.2%
16,618
+100
41
$2.44M 0.19%
19,333
-1,721
42
$2.41M 0.19%
373,412
43
$2.32M 0.18%
5,514
+606
44
$1.96M 0.15%
8,615
45
$1.85M 0.14%
15,924
+2
46
$1.8M 0.14%
22,090
-1,765
47
$1.8M 0.14%
41,184
48
$1.77M 0.14%
41,975
-1,050
49
$1.76M 0.14%
10,425
50
$1.57M 0.12%
80,041
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