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
$1.28B
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$502K
3
+$481K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$381K
5
BR icon
Broadridge
BR
+$212K

Top Sells

1
+$28.4M
2
+$24M
3
+$20.3M
4
NVDA icon
NVIDIA
NVDA
+$4.38M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.09M

Sector Composition

1 Technology 31.09%
2 Financials 13.52%
3 Consumer Discretionary 9.91%
4 Healthcare 9.4%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$555K 0.04%
19,610
-222
77
$526K 0.04%
18,566
78
$521K 0.04%
2,207
-603
79
$510K 0.04%
618
80
$509K 0.04%
3,039
81
$477K 0.04%
849
+16
82
$465K 0.04%
4,449
83
$449K 0.03%
883
-28
84
$428K 0.03%
5,425
-26,451
85
$422K 0.03%
2,012
86
$417K 0.03%
3,491
-248
87
$408K 0.03%
11,200
88
$406K 0.03%
865
89
$392K 0.03%
735
90
$391K 0.03%
5,450
91
$374K 0.03%
1,926
92
$364K 0.03%
1,536
93
$352K 0.03%
13,881
94
$343K 0.03%
2,700
95
$332K 0.03%
2,460
-210,803
96
$329K 0.03%
3,350
-816
97
$318K 0.02%
2,403
-233
98
$311K 0.02%
1,500
99
$298K 0.02%
1,527
100
$292K 0.02%
1,114
2 3
4
5 6