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
$1.28B
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$502K
3
+$481K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$381K
5
BR icon
Broadridge
BR
+$212K

Top Sells

1
+$28.4M
2
+$24M
3
+$20.3M
4
NVDA icon
NVIDIA
NVDA
+$4.38M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.09M

Sector Composition

1 Technology 31.09%
2 Financials 13.52%
3 Consumer Discretionary 9.91%
4 Healthcare 9.4%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.08%
368,168
-1,000
52
$1.07M 0.08%
7,663
-356
53
$1.05M 0.08%
2,125
54
$1.05M 0.08%
11,906
-175
55
$999K 0.08%
5,767
56
$906K 0.07%
3,375
57
$903K 0.07%
1,566
-150
58
$899K 0.07%
40,185
+7,009
59
$865K 0.07%
1,787
60
$843K 0.07%
2,700
-25
61
$800K 0.06%
8,698
62
$778K 0.06%
8,070
+45
63
$739K 0.06%
4,418
64
$725K 0.06%
2,916
+30
65
$724K 0.06%
7,333
-171
66
$721K 0.06%
1,967
67
$685K 0.05%
4,568
68
$682K 0.05%
11,053
-600
69
$666K 0.05%
1,297
+1
70
$665K 0.05%
15,946
+200
71
$655K 0.05%
3,273
72
$635K 0.05%
2,345
73
$634K 0.05%
2,453
74
$576K 0.04%
8,924
+110
75
$555K 0.04%
2,621
-139
1 2
3
4 5