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
$1.06B
AUM Growth
+$107M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$5.46M
3 +$1.07M
4
V icon
Visa
V
+$912K
5
KO icon
Coca-Cola
KO
+$871K

Top Sells

1 +$12.7M
2 +$4.27M
3 +$345K
4
VMC icon
Vulcan Materials
VMC
+$203K
5
IBB icon
iShares Biotechnology ETF
IBB
+$146K

Sector Composition

1 Technology 21.92%
2 Financials 13.45%
3 Communication Services 11.77%
4 Consumer Discretionary 11.19%
5 Healthcare 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-338,416