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
$1.07B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$1.19M
3
+$741K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$427K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$410K

Top Sells

1
+$2.78M
2
+$2.65M
3
+$928K
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$645K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$579K

Sector Composition

1 Technology 29.01%
2 Healthcare 11.56%
3 Financials 10.51%
4 Consumer Discretionary 9.6%
5 Consumer Staples 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.04%
785
77
$369K 0.03%
2,761
78
$367K 0.03%
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-208
79
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781
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80
$360K 0.03%
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81
$350K 0.03%
865
82
$349K 0.03%
1,215
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83
$348K 0.03%
1,536
-150
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$324K 0.03%
2,880
-424
85
$316K 0.03%
19,832
-141
86
$294K 0.03%
+3,000
87
$271K 0.03%
1,284
88
$243K 0.02%
3,000
89
$239K 0.02%
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90
$238K 0.02%
1,120
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91
$237K 0.02%
1,761
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92
$236K 0.02%
6,656
93
$235K 0.02%
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94
$233K 0.02%
5,450
95
$229K 0.02%
2,335
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96
$228K 0.02%
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97
$228K 0.02%
1,114
98
$226K 0.02%
6,748
-1
99
$219K 0.02%
3,630
100
$218K 0.02%
2,000
-169
1 2 3
4
5