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
$1.46B
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$1.25M
3
+$1.14M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$785K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$545K

Top Sells

1
+$21.2M
2
+$4.41M
3
+$1.57M
4
IYW icon
iShares US Technology ETF
IYW
+$717K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$631K

Sector Composition

1 Technology 34.39%
2 Financials 12.08%
3 Consumer Discretionary 9.58%
4 Healthcare 8.74%
5 Consumer Staples 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.09%
8,019
52
$1.19M 0.08%
19,872
53
$1.12M 0.08%
369,168
54
$1.11M 0.08%
2,125
55
$1.09M 0.07%
12,081
56
$1.01M 0.07%
5,767
57
$1M 0.07%
1,716
+64
58
$951K 0.07%
1,787
59
$948K 0.06%
62,041
60
$856K 0.06%
6,497
+359
61
$837K 0.06%
33,176
62
$836K 0.06%
7,504
-300
63
$831K 0.06%
3,375
-1
64
$790K 0.05%
2,725
-200
65
$785K 0.05%
+14,800
66
$777K 0.05%
8,025
-3,010
67
$765K 0.05%
1,967
68
$716K 0.05%
8,698
69
$705K 0.05%
3,039
70
$698K 0.05%
1,296
-45
71
$695K 0.05%
4,568
72
$692K 0.05%
15,746
-3,890
73
$690K 0.05%
11,653
74
$677K 0.05%
2,345
75
$648K 0.04%
2,453
1 2
3
4 5