HCMG

Howard Capital Management Group Portfolio holdings

AUM $1.51B
1-Year Est. Return 21.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$1.93M
3
+$1.47M
4
AMZN icon
Amazon
AMZN
+$534K
5
SPG icon
Simon Property Group
SPG
+$509K

Top Sells

1
+$4.11M
2
+$2.21M
3
+$1.35M
4
IBB icon
iShares Biotechnology ETF
IBB
+$725K
5
LDOS icon
Leidos
LDOS
+$237K

Sector Composition

1 Technology 32.4%
2 Financials 12.35%
3 Consumer Discretionary 8.81%
4 Healthcare 7.58%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.52M 0.1%
5,374
+40
52
$1.27M 0.08%
8,240
-187
53
$1.26M 0.08%
1,720
+154
54
$1.26M 0.08%
12,188
+282
55
$1.21M 0.08%
19,372
56
$1.18M 0.07%
10,306
+2,973
57
$1.09M 0.07%
5,767
58
$1.06M 0.07%
3,226
+187
59
$1.04M 0.07%
46,497
60
$1.02M 0.06%
52,595
61
$1.01M 0.06%
3,566
+650
62
$988K 0.06%
3,284
+11
63
$939K 0.06%
2,100
64
$919K 0.06%
9,698
+1,000
65
$902K 0.06%
3,375
66
$878K 0.06%
1,787
67
$869K 0.06%
5,593
+1,279
68
$833K 0.05%
4,439
+2,949
69
$821K 0.05%
2,700
70
$812K 0.05%
15,746
71
$794K 0.05%
1,297
72
$791K 0.05%
6,685
-1,180
73
$781K 0.05%
2,345
74
$767K 0.05%
1,892
-75
75
$763K 0.05%
11,153
+100
1 2
3
4 5