HCMG

Howard Capital Management Group Portfolio holdings

AUM $1.58B
1-Year Est. Return 20.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$933K
3
+$853K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$801K
5
HD icon
Home Depot
HD
+$319K

Top Sells

1
+$20.9M
2
+$5.28M
3
+$2.95M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.89M
5
JPM icon
JPMorgan Chase
JPM
+$2.15M

Sector Composition

1 Technology 31.72%
2 Financials 11.87%
3 Healthcare 8.39%
4 Consumer Discretionary 7.75%
5 Communication Services 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYM
101
State Street SPDR Portfolio S&P 500 ETF
SPYM
$107B
$353K 0.02%
4,396
PFE icon
102
Pfizer
PFE
$155B
$346K 0.02%
13,881
ADSK icon
103
Autodesk
ADSK
$52.4B
$330K 0.02%
1,114
NEE icon
104
NextEra Energy
NEE
$193B
$329K 0.02%
4,092
+73
PFGC icon
105
Performance Food Group
PFGC
$15.1B
$326K 0.02%
3,630
HIG icon
106
Hartford Financial Services
HIG
$39.3B
$324K 0.02%
2,353
-3
GS icon
107
Goldman Sachs
GS
$258B
$320K 0.02%
364
ALL icon
108
Allstate
ALL
$55.3B
$312K 0.02%
1,500
GD icon
109
General Dynamics
GD
$98.6B
$309K 0.02%
918
TSM icon
110
TSMC
TSM
$1.91T
$290K 0.02%
955
-2
BSV icon
111
Vanguard Short-Term Bond ETF
BSV
$43.4B
$288K 0.02%
3,651
AMD icon
112
Advanced Micro Devices
AMD
$324B
$282K 0.02%
1,315
-205
ABT icon
113
Abbott
ABT
$198B
$279K 0.02%
2,230
+66
SPG icon
114
Simon Property Group
SPG
$66.1B
$276K 0.02%
1,490
-2,949
EMR icon
115
Emerson Electric
EMR
$85.5B
$269K 0.02%
2,030
WCN icon
116
Waste Connections
WCN
$44.3B
$268K 0.02%
1,527
INTC icon
117
Intel
INTC
$227B
$256K 0.02%
6,949
SCHX icon
118
Schwab US Large- Cap ETF
SCHX
$64.2B
$248K 0.02%
9,234
LIN icon
119
Linde
LIN
$236B
$243K 0.02%
570
+42
SPYV icon
120
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$33B
$243K 0.02%
4,273
DHR icon
121
Danaher
DHR
$146B
$242K 0.02%
1,056
-103
LHX icon
122
L3Harris
LHX
$70.7B
$238K 0.02%
811
MS icon
123
Morgan Stanley
MS
$265B
$234K 0.01%
1,316
NFLX icon
124
Netflix
NFLX
$410B
$225K 0.01%
2,400
D icon
125
Dominion Energy
D
$53.8B
$213K 0.01%
3,635
2 3 4
5
6