HCMG

Howard Capital Management Group Portfolio holdings

AUM $1.58B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$933K
3
+$853K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$801K
5
HD icon
Home Depot
HD
+$319K

Top Sells

1
+$20.9M
2
+$5.28M
3
+$2.95M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.89M
5
JPM icon
JPMorgan Chase
JPM
+$2.15M

Sector Composition

1 Technology 31.72%
2 Financials 11.87%
3 Healthcare 8.39%
4 Consumer Discretionary 7.75%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VO icon
76
Vanguard Mid-Cap ETF
VO
$96.3B
$712K 0.05%
2,453
CGGO icon
77
Capital Group Global Growth Equity ETF
CGGO
$9.35B
$643K 0.04%
18,566
PEP icon
78
PepsiCo
PEP
$229B
$643K 0.04%
4,481
GEV icon
79
GE Vernova
GEV
$238B
$642K 0.04%
983
+147
IVV icon
80
iShares Core S&P 500 ETF
IVV
$750B
$586K 0.04%
856
+26
HPP
81
Hudson Pacific Properties
HPP
$404M
$570K 0.04%
52,593
-2
PHO icon
82
Invesco Water Resources ETF
PHO
$2.15B
$548K 0.03%
7,785
-25
IJR icon
83
iShares Core S&P Small-Cap ETF
IJR
$96.4B
$535K 0.03%
4,449
UNP icon
84
Union Pacific
UNP
$158B
$511K 0.03%
2,207
-45
SPDW icon
85
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$38.3B
$497K 0.03%
11,200
HON icon
86
Honeywell
HON
$157B
$492K 0.03%
2,521
T icon
87
AT&T
T
$196B
$488K 0.03%
19,635
-33
XYL icon
88
Xylem
XYL
$31.4B
$476K 0.03%
3,495
+2
SPGI icon
89
S&P Global
SPGI
$132B
$461K 0.03%
883
WFC icon
90
Wells Fargo
WFC
$255B
$461K 0.03%
4,950
ABBV icon
91
AbbVie
ABBV
$414B
$460K 0.03%
2,012
O icon
92
Realty Income
O
$62B
$451K 0.03%
8,000
NSC icon
93
Norfolk Southern
NSC
$71.3B
$443K 0.03%
1,536
RTX icon
94
RTX Corp
RTX
$285B
$441K 0.03%
2,403
VIG icon
95
Vanguard Dividend Appreciation ETF
VIG
$105B
$423K 0.03%
1,926
DE icon
96
Deere & Co
DE
$171B
$403K 0.03%
865
BK icon
97
Bank of New York Mellon
BK
$82.2B
$393K 0.02%
3,387
ETHA
98
iShares Ethereum Trust ETF
ETHA
$1.18B
$389K 0.02%
17,350
DHI icon
99
D.R. Horton
DHI
$44.7B
$388K 0.02%
2,695
-9
MDY icon
100
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.7B
$371K 0.02%
615
-40
2 3
4
5 6