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
$1.42B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$4.92M
3
+$973K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$611K
5
PANW icon
Palo Alto Networks
PANW
+$553K

Top Sells

1
+$4.18M
2
+$2.3M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.28M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$974K

Sector Composition

1 Technology 33.82%
2 Financials 11.41%
3 Healthcare 10.18%
4 Consumer Discretionary 8.98%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$26.6M 1.87%
97,147
-516
27
$25.3M 1.78%
299,215
+5,409
28
$24.5M 1.72%
248,114
+6,188
29
$21.1M 1.48%
131,875
+558
30
$20.5M 1.44%
104,866
+883
31
$10.4M 0.73%
62,135
-771
32
$8.49M 0.6%
55,116
+1,741
33
$8.13M 0.57%
114,452
+2,392
34
$6.35M 0.45%
43,592
-175
35
$6.31M 0.44%
76,042
-2,945
36
$4.06M 0.28%
20,240
-4,862
37
$3.81M 0.27%
31,374
38
$3.21M 0.23%
6,570
39
$2.72M 0.19%
16,768
-7
40
$2.63M 0.19%
32,602
+12,048
41
$2.37M 0.17%
5,157
-190
42
$2.34M 0.16%
8,615
43
$2.1M 0.15%
41,184
44
$1.91M 0.13%
16,266
+42
45
$1.77M 0.12%
10,425
46
$1.76M 0.12%
369,168
-4,244
47
$1.73M 0.12%
5,369
-75
48
$1.7M 0.12%
37,466
-3,559
49
$1.61M 0.11%
6,138
50
$1.46M 0.1%
19,872
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