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
$1.15B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$658K
3
+$648K
4
ICE icon
Intercontinental Exchange
ICE
+$578K
5
OEF icon
iShares S&P 100 ETF
OEF
+$524K

Top Sells

1
+$4.21M
2
+$2.68M
3
+$2.05M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.57M
5
COST icon
Costco
COST
+$961K

Sector Composition

1 Technology 29.13%
2 Financials 11.87%
3 Healthcare 11.24%
4 Consumer Discretionary 9.7%
5 Consumer Staples 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$213K 0.02%
1,490
102
$191K 0.02%
3,714
+40
103
$165K 0.01%
1,698
104
$156K 0.01%
10,000
105
$75.8K 0.01%
10,913
106
$57.5K 0.01%
25,100
107
$42.9K ﹤0.01%
2,500
108
$4.4K ﹤0.01%
28
-18
109
– –
-2,983
110
– –
-392
111
– –
-2,086
112
– –
-835
113
– –
-3,688
114
– –
-3,000
1 2 3 4
5