HCMG

Howard Capital Management Group Portfolio holdings

AUM $1.58B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$933K
3
+$853K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$801K
5
HD icon
Home Depot
HD
+$319K

Top Sells

1
+$20.9M
2
+$5.28M
3
+$2.95M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.89M
5
JPM icon
JPMorgan Chase
JPM
+$2.15M

Sector Composition

1 Technology 31.72%
2 Financials 11.87%
3 Healthcare 8.39%
4 Consumer Discretionary 7.75%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
51
Walmart Inc
WMT
$1.01T
$1.5M 0.09%
13,455
+1,267
IBIT icon
52
iShares Bitcoin Trust
IBIT
$52.6B
$1.28M 0.08%
25,790
+100
PG icon
53
Procter & Gamble
PG
$380B
$1.2M 0.08%
8,357
+117
AVGO icon
54
Broadcom
AVGO
$1.51T
$1.19M 0.08%
3,446
+220
ISRG icon
55
Intuitive Surgical
ISRG
$176B
$1.19M 0.08%
2,100
UPRO icon
56
ProShares UltraPro S&P 500
UPRO
$4.45B
$1.16M 0.07%
+10,000
KRG icon
57
Kite Realty
KRG
$5.42B
$1.12M 0.07%
46,635
+138
RSP icon
58
Invesco S&P 500 Equal Weight ETF
RSP
$90.3B
$1.1M 0.07%
5,767
META icon
59
Meta Platforms (Facebook)
META
$1.65T
$1.1M 0.07%
1,671
-49
DIS icon
60
Walt Disney
DIS
$185B
$1.06M 0.07%
9,302
-1,004
IBM icon
61
IBM
IBM
$224B
$1.06M 0.07%
3,566
GE icon
62
GE Aerospace
GE
$363B
$1.04M 0.07%
3,382
+98
MDLZ icon
63
Mondelez International
MDLZ
$77.5B
$991K 0.06%
18,406
-966
HD icon
64
Home Depot
HD
$369B
$951K 0.06%
2,764
+872
CSCO icon
65
Cisco
CSCO
$314B
$883K 0.06%
11,467
+314
AMP icon
66
Ameriprise Financial
AMP
$43.4B
$876K 0.06%
1,787
BAC icon
67
Bank of America
BAC
$359B
$866K 0.05%
15,746
SO icon
68
Southern Company
SO
$107B
$846K 0.05%
9,698
CVX icon
69
Chevron
CVX
$375B
$837K 0.05%
5,490
-103
MCD icon
70
McDonald's
MCD
$238B
$825K 0.05%
2,700
SAP icon
71
SAP
SAP
$228B
$820K 0.05%
3,375
VOO icon
72
Vanguard S&P 500 ETF
VOO
$855B
$815K 0.05%
1,299
+2
OEF icon
73
iShares S&P 100 ETF
OEF
$28.6B
$813K 0.05%
2,370
+25
XLC icon
74
State Street Communication Services Select Sector SPDR ETF
XLC
$27.1B
$791K 0.05%
6,721
+36
PLTR icon
75
Palantir
PLTR
$347B
$749K 0.05%
4,212
+812
1 2
3
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