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
$1.36B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.2M
3
+$2.6M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.14M
5
NEE icon
NextEra Energy
NEE
+$817K

Top Sells

1
+$26M
2
+$17.3M
3
+$6.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.45M
5
AAPL icon
Apple
AAPL
+$1.27M

Sector Composition

1 Technology 34.7%
2 Financials 10.73%
3 Healthcare 9.98%
4 Consumer Discretionary 8.59%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.8M 1.53%
293,806
+11,541
27
$20.7M 1.53%
148,195
+18,545
28
$18.5M 1.36%
131,317
+428
29
$18M 1.33%
103,983
+1,924
30
$17.8M 1.32%
+161,992
31
$11.5M 0.85%
62,906
-790
32
$7.78M 0.57%
53,375
+1,637
33
$7.31M 0.54%
112,060
+3,634
34
$6.05M 0.45%
78,987
+900
35
$6.01M 0.44%
43,767
-415
36
$4.58M 0.34%
25,102
+116
37
$3.18M 0.23%
31,374
38
$3.15M 0.23%
6,570
+2
39
$2.45M 0.18%
16,775
+157
40
$2.2M 0.16%
18,023
-1,310
41
$2.18M 0.16%
5,347
-167
42
$2.08M 0.15%
10,425
43
$1.99M 0.15%
8,615
44
$1.88M 0.14%
41,184
45
$1.87M 0.14%
16,224
+300
46
$1.8M 0.13%
373,412
47
$1.77M 0.13%
20,680
-1,410
48
$1.7M 0.13%
5,444
49
$1.69M 0.12%
41,025
-950
50
$1.4M 0.1%
20,554
+3,426
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