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
$1.46B
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$1.25M
3
+$1.14M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$785K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$545K

Top Sells

1
+$21.2M
2
+$4.41M
3
+$1.57M
4
IYW icon
iShares US Technology ETF
IYW
+$717K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$631K

Sector Composition

1 Technology 34.39%
2 Financials 12.08%
3 Consumer Discretionary 9.58%
4 Healthcare 8.74%
5 Consumer Staples 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24M 1.64%
121,894
+1,860
27
$23.4M 1.6%
+36,775
28
$22.9M 1.57%
254,166
+6,052
29
$20.9M 1.43%
133,200
+1,325
30
$17.4M 1.19%
106,506
+1,640
31
$11.6M 0.8%
61,035
-1,100
32
$8.86M 0.61%
113,892
-560
33
$7.61M 0.52%
55,337
+221
34
$5.87M 0.4%
74,707
-1,335
35
$5.75M 0.39%
43,512
-80
36
$4.4M 0.3%
19,596
-644
37
$3.78M 0.26%
31,374
38
$3.27M 0.22%
6,395
-175
39
$2.69M 0.18%
5,924
+767
40
$2.5M 0.17%
8,426
-189
41
$2.48M 0.17%
6,138
42
$2.42M 0.17%
16,767
-1
43
$2.41M 0.17%
31,876
-726
44
$2.15M 0.15%
41,184
45
$1.77M 0.12%
36,536
-930
46
$1.73M 0.12%
16,068
-198
47
$1.6M 0.11%
10,425
48
$1.51M 0.1%
14,850
49
$1.41M 0.1%
8,427
+100
50
$1.4M 0.1%
5,374
+5
1
2
3 4 5