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
$1.36B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.2M
3
+$2.6M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.14M
5
NEE icon
NextEra Energy
NEE
+$817K

Top Sells

1
+$26M
2
+$17.3M
3
+$6.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.45M
5
AAPL icon
Apple
AAPL
+$1.27M

Sector Composition

1 Technology 34.7%
2 Financials 10.73%
3 Healthcare 9.98%
4 Consumer Discretionary 8.59%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.1%
14,850
52
$1.36M 0.1%
8,245
-173
53
$1.3M 0.1%
19,872
54
$1.21M 0.09%
6,138
+576
55
$1.17M 0.09%
62,041
-18,000
56
$1.01M 0.07%
7,136
57
$947K 0.07%
5,767
58
$904K 0.07%
2,033
-104
59
$879K 0.06%
12,981
60
$831K 0.06%
3,262
-102,122
61
$809K 0.06%
8,145
-295
62
$794K 0.06%
19,961
-27
63
$742K 0.05%
33,176
64
$739K 0.05%
4,478
65
$706K 0.05%
1,401
+118
66
$703K 0.05%
4,492
+178
67
$702K 0.05%
10,814
-599
68
$687K 0.05%
1,609
69
$681K 0.05%
3,376
70
$677K 0.05%
1,967
-24
71
$675K 0.05%
8,698
72
$670K 0.05%
1,340
-153
73
$625K 0.05%
13,153
74
$620K 0.05%
2,345
75
$594K 0.04%
656
-75
1 2
3
4 5