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
$852M
AUM Growth
-$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$636K
3
+$421K
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$382K
5
AMZN icon
Amazon
AMZN
+$322K

Top Sells

1
+$25.3M
2
+$22.5M
3
+$18.6M
4
BX icon
Blackstone
BX
+$846K
5
AAPL icon
Apple
AAPL
+$759K

Sector Composition

1 Technology 25.1%
2 Healthcare 13.55%
3 Financials 11.49%
4 Consumer Discretionary 11.46%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,500
102
– –
-89,233
103
– –
-598
104
– –
-1,683
105
– –
-1,114
1 2 3 4
5