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
$1.3B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$17.8M
3
+$977K
4
AMZN icon
Amazon
AMZN
+$804K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$718K

Top Sells

1
+$29.9M
2
+$25.1M
3
+$1.06M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$967K
5
IYW icon
iShares US Technology ETF
IYW
+$573K

Sector Composition

1 Technology 30.87%
2 Financials 11.54%
3 Healthcare 11.04%
4 Consumer Discretionary 9.7%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.12%
5,444
+75
52
$1.39M 0.11%
19,872
53
$1.37M 0.11%
8,418
+589
54
$1.25M 0.1%
14,850
-300
55
$1.12M 0.09%
17,128
+2,404
56
$1.03M 0.08%
8,440
-205,161
57
$978K 0.08%
5,562
-195
58
$977K 0.08%
+5,767
59
$896K 0.07%
7,136
+356
60
$853K 0.07%
2,137
-150
61
$784K 0.06%
4,478
62
$781K 0.06%
12,981
63
$764K 0.06%
1,991
+384
64
$760K 0.06%
11,413
-350
65
$758K 0.06%
19,988
+3,458
66
$719K 0.06%
33,176
67
$718K 0.06%
+1,493
68
$705K 0.05%
1,609
69
$680K 0.05%
4,314
70
$658K 0.05%
3,376
71
$656K 0.05%
13,153
+216
72
$624K 0.05%
8,698
73
$623K 0.05%
1,283
+93
74
$613K 0.05%
+2,453
75
$604K 0.05%
2,457
+603
1 2
3
4 5