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
$1.3B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$17.4M
3
+$926K
4
AMZN icon
Amazon
AMZN
+$744K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$683K

Top Sells

1
+$24M
2
+$21.4M
3
+$1.01M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$965K
5
IYW icon
iShares US Technology ETF
IYW
+$552K

Sector Composition

1 Technology 30.87%
2 Financials 11.54%
3 Healthcare 11.04%
4 Consumer Discretionary 9.7%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$281K 0.02%
3,671
102
$281K 0.02%
+2,476
103
$273K 0.02%
+1,495
104
$271K 0.02%
1,503
-112
105
$271K 0.02%
3,630
106
$263K 0.02%
+1,527
107
$250K 0.02%
2,566
108
$248K 0.02%
1,284
109
$246K 0.02%
6,656
110
$239K 0.02%
+2,324
111
$239K 0.02%
3,312
112
$233K 0.02%
1,490
113
$214K 0.02%
+4,273
114
$210K 0.02%
+2,333
115
$193K 0.01%
1,698
116
$188K 0.01%
3,475
-239
117
$140K 0.01%
10,000
118
$60.7K ﹤0.01%
25,100
119
$57.5K ﹤0.01%
2,500
120
$54.3K ﹤0.01%
10,913
121
$4.16K ﹤0.01%
28
122
– –
-1,000
1 2 3 4
5