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
$1.07B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$1.19M
3
+$741K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$427K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$410K

Top Sells

1
+$2.78M
2
+$2.65M
3
+$928K
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$645K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$579K

Sector Composition

1 Technology 29.01%
2 Healthcare 11.56%
3 Financials 10.51%
4 Consumer Discretionary 9.6%
5 Consumer Staples 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.11%
10,225
52
$1.13M 0.1%
5,074
-23
53
$1.1M 0.1%
7,273
-511
54
$1.09M 0.1%
15,500
-65
55
$804K 0.07%
6,755
-165
56
$782K 0.07%
2,287
-49
57
$745K 0.07%
4,023
-115
58
$741K 0.07%
+33,176
59
$721K 0.07%
12,792
-731
60
$687K 0.06%
13,287
-700
61
$680K 0.06%
12,981
-543
62
$642K 0.06%
4,078
-234
63
$630K 0.06%
9,634
+4,836
64
$611K 0.06%
8,697
-1
65
$594K 0.06%
2,861
-409
66
$593K 0.06%
4,875
-100
67
$583K 0.05%
20,330
68
$534K 0.05%
1,609
-30
69
$509K 0.05%
13,881
70
$465K 0.04%
3,400
71
$459K 0.04%
1,477
-280
72
$442K 0.04%
4,466
-172
73
$416K 0.04%
933
-213
74
$410K 0.04%
+5,421
75
$379K 0.04%
1,854
-436
1 2
3
4 5