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
$1.42B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$4.92M
3
+$973K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$611K
5
PANW icon
Palo Alto Networks
PANW
+$553K

Top Sells

1
+$4.18M
2
+$2.3M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.28M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$974K

Sector Composition

1 Technology 33.82%
2 Financials 11.41%
3 Healthcare 10.18%
4 Consumer Discretionary 8.98%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$638K 0.04%
2,886
+125
77
$634K 0.04%
3,325
78
$620K 0.04%
11,653
-1,500
79
$617K 0.04%
3,273
80
$571K 0.04%
2,760
+174
81
$560K 0.04%
18,566
82
$548K 0.04%
618
-38
83
$547K 0.04%
4,673
84
$524K 0.04%
3,039
+1,729
85
$524K 0.04%
13,938
86
$505K 0.04%
3,738
+1
87
$481K 0.03%
833
88
$471K 0.03%
911
+28
89
$436K 0.03%
19,832
90
$426K 0.03%
4,366
-75
91
$424K 0.03%
745
92
$402K 0.03%
13,881
93
$397K 0.03%
2,012
+339
94
$382K 0.03%
1,536
95
$379K 0.03%
2,000
96
$361K 0.03%
865
97
$360K 0.03%
3,022
+22
98
$342K 0.02%
1,229
+48
99
$341K 0.02%
+584
100
$319K 0.02%
2,636
2 3
4
5 6