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
$1.46B
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$1.25M
3
+$1.14M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$785K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$545K

Top Sells

1
+$21.2M
2
+$4.41M
3
+$1.57M
4
IYW icon
iShares US Technology ETF
IYW
+$717K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$631K

Sector Composition

1 Technology 34.39%
2 Financials 12.08%
3 Consumer Discretionary 9.58%
4 Healthcare 8.74%
5 Consumer Staples 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$641K 0.04%
2,810
-50
77
$640K 0.04%
4,418
-76
78
$634K 0.04%
2,886
79
$623K 0.04%
2,760
80
$580K 0.04%
8,814
-1,315
81
$546K 0.04%
3,273
82
$542K 0.04%
18,566
83
$513K 0.04%
4,449
-224
84
$490K 0.03%
833
85
$477K 0.03%
618
86
$454K 0.03%
911
87
$452K 0.03%
19,832
88
$434K 0.03%
3,739
+1
89
$419K 0.03%
735
-10
90
$383K 0.03%
5,450
91
$382K 0.03%
11,200
-2,738
92
$380K 0.03%
4,166
-200
93
$378K 0.03%
2,700
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94
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1,926
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95
$368K 0.03%
13,881
96
$367K 0.03%
865
97
$360K 0.02%
1,536
98
$358K 0.02%
2,012
99
$329K 0.02%
1,114
100
$307K 0.02%
3,630
2 3
4
5 6