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
$1.42B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$4.92M
3
+$973K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$611K
5
PANW icon
Palo Alto Networks
PANW
+$553K

Top Sells

1
+$4.18M
2
+$2.3M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.28M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$974K

Sector Composition

1 Technology 33.82%
2 Financials 11.41%
3 Healthcare 10.18%
4 Consumer Discretionary 8.98%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.44M 0.1%
8,327
+82
52
$1.42M 0.1%
14,850
53
$1.37M 0.1%
8,019
+883
54
$1.04M 0.07%
2,125
+92
55
$1.03M 0.07%
5,767
56
$1.01M 0.07%
62,041
57
$998K 0.07%
11,035
-9,645
58
$976K 0.07%
12,081
-900
59
$946K 0.07%
1,652
+251
60
$891K 0.06%
2,925
-337
61
$881K 0.06%
33,176
62
$840K 0.06%
1,787
+178
63
$831K 0.06%
6,138
-11,885
64
$797K 0.06%
1,967
65
$784K 0.06%
8,698
66
$779K 0.05%
19,636
-325
67
$777K 0.05%
4,568
+90
68
$773K 0.05%
3,376
69
$751K 0.05%
7,804
-341
70
$714K 0.05%
10,129
-685
71
$708K 0.05%
1,341
+1
72
$705K 0.05%
2,860
+403
73
$662K 0.05%
4,494
+2
74
$649K 0.05%
2,345
75
$647K 0.05%
2,453
1 2
3
4 5