HCMG

Howard Capital Management Group Portfolio holdings

AUM $1.51B
1-Year Est. Return 21.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$1.93M
3
+$1.47M
4
AMZN icon
Amazon
AMZN
+$534K
5
SPG icon
Simon Property Group
SPG
+$509K

Top Sells

1
+$4.11M
2
+$2.21M
3
+$1.35M
4
IBB icon
iShares Biotechnology ETF
IBB
+$725K
5
LDOS icon
Leidos
LDOS
+$237K

Sector Composition

1 Technology 32.4%
2 Financials 12.35%
3 Consumer Discretionary 8.81%
4 Healthcare 7.58%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$721K 0.05%
2,453
-87
77
$634K 0.04%
18,566
78
$629K 0.04%
4,481
-87
79
$620K 0.04%
3,400
80
$586K 0.04%
768
+150
81
$563K 0.04%
7,810
-764
82
$556K 0.04%
830
-85
83
$555K 0.04%
19,668
+58
84
$547K 0.03%
17,350
85
$532K 0.03%
2,252
+45
86
$531K 0.03%
2,675
-106
87
$529K 0.03%
4,449
88
$515K 0.03%
3,493
+1
89
$514K 0.03%
836
90
$486K 0.03%
+8,000
91
$479K 0.03%
11,200
-9
92
$466K 0.03%
2,012
93
$461K 0.03%
1,536
94
$458K 0.03%
2,704
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95
$430K 0.03%
883
96
$416K 0.03%
1,926
97
$415K 0.03%
4,950
98
$402K 0.03%
2,403
99
$396K 0.03%
865
100
$394K 0.02%
+8,736
2 3
4
5 6