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
$1.36B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.2M
3
+$2.6M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.14M
5
NEE icon
NextEra Energy
NEE
+$817K

Top Sells

1
+$26M
2
+$17.3M
3
+$6.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.45M
5
AAPL icon
Apple
AAPL
+$1.27M

Sector Composition

1 Technology 34.7%
2 Financials 10.73%
3 Healthcare 9.98%
4 Consumer Discretionary 8.59%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$594K 0.04%
2,453
77
$556K 0.04%
2,457
78
$552K 0.04%
2,586
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79
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80
$520K 0.04%
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81
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3,737
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82
$498K 0.04%
4,673
-95
83
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84
$478K 0.04%
2,761
85
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3,325
86
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833
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87
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3,000
88
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745
89
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883
90
$388K 0.03%
13,881
91
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19,832
92
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4,441
93
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94
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95
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96
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2,000
97
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1,181
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98
$287K 0.02%
1,673
99
$282K 0.02%
3,671
100
$276K 0.02%
1,114
1 2 3
4
5