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
$1.3B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$17.8M
3
+$977K
4
AMZN icon
Amazon
AMZN
+$804K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$718K

Top Sells

1
+$29.9M
2
+$25.1M
3
+$1.06M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$967K
5
IYW icon
iShares US Technology ETF
IYW
+$573K

Sector Composition

1 Technology 30.87%
2 Financials 11.54%
3 Healthcare 11.04%
4 Consumer Discretionary 9.7%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$580K 0.04%
2,345
77
$575K 0.04%
4,101
78
$569K 0.04%
731
79
$567K 0.04%
2,761
80
$547K 0.04%
3,325
-1,200
81
$535K 0.04%
+18,566
82
$527K 0.04%
2,761
83
$527K 0.04%
+4,768
84
$500K 0.04%
+13,938
85
$486K 0.04%
3,761
+678
86
$438K 0.03%
834
-100
87
$415K 0.03%
745
-40
88
$406K 0.03%
4,441
-25
89
$391K 0.03%
1,536
90
$385K 0.03%
3,000
91
$385K 0.03%
13,881
92
$376K 0.03%
883
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93
$355K 0.03%
865
94
$349K 0.03%
19,832
95
$346K 0.03%
2,000
96
$316K 0.02%
5,450
97
$307K 0.02%
6,950
+201
98
$305K 0.02%
1,673
-88
99
$290K 0.02%
1,114
100
$287K 0.02%
1,150
+157
1 2 3
4
5