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
$1.15B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$658K
3
+$648K
4
ICE icon
Intercontinental Exchange
ICE
+$578K
5
OEF icon
iShares S&P 100 ETF
OEF
+$524K

Top Sells

1
+$4.21M
2
+$2.68M
3
+$2.05M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.57M
5
COST icon
Costco
COST
+$961K

Sector Composition

1 Technology 29.13%
2 Financials 11.87%
3 Healthcare 11.24%
4 Consumer Discretionary 9.7%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.12%
19,872
52
$1.43M 0.12%
5,757
-25
53
$1.15M 0.1%
7,829
+626
54
$1.14M 0.1%
15,150
-150
55
$932K 0.08%
14,724
+2,659
56
$772K 0.07%
2,287
57
$761K 0.07%
4,478
+455
58
$758K 0.07%
33,176
59
$716K 0.06%
11,763
-530
60
$715K 0.06%
6,780
-100
61
$688K 0.06%
4,525
-250
62
$682K 0.06%
12,981
63
$654K 0.06%
12,937
+50
64
$643K 0.06%
4,314
65
$611K 0.05%
1,609
66
$610K 0.05%
8,698
67
$579K 0.05%
2,761
68
$557K 0.05%
1,607
+129
69
$557K 0.05%
16,530
-3,250
70
$524K 0.05%
+2,345
71
$522K 0.05%
3,376
-24
72
$455K 0.04%
1,854
73
$452K 0.04%
2,761
74
$446K 0.04%
934
75
$429K 0.04%
4,466
1 2
3
4 5