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
$1.36B
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.2M
3
+$2.6M
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$1.14M
5
NEE icon
NextEra Energy
NEE
+$817K

Top Sells

1
+$26M
2
+$17.3M
3
+$6.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.45M
5
AAPL icon
Apple
AAPL
+$1.27M

Sector Composition

1 Technology 34.7%
2 Financials 10.73%
3 Healthcare 9.98%
4 Consumer Discretionary 8.59%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$273K 0.02%
1,495
102
$268K 0.02%
1,527
103
$268K 0.02%
2,576
+100
104
$265K 0.02%
2,636
+70
105
$244K 0.02%
1,503
106
$240K 0.02%
3,630
107
$234K 0.02%
2,327
+3
108
$234K 0.02%
1,284
109
$233K 0.02%
3,312
110
$226K 0.02%
2,333
111
$226K 0.02%
1,490
112
$215K 0.02%
6,950
113
$214K 0.02%
6,656
114
$210K 0.02%
+1,310
115
$208K 0.02%
4,273
116
$203K 0.02%
+3,387
117
$187K 0.01%
1,698
118
$133K 0.01%
+1,329
119
$133K 0.01%
10,000
120
$63.3K ﹤0.01%
2,500
121
$60.5K ﹤0.01%
25,100
122
$58.2K ﹤0.01%
10,913
123
$3.83K ﹤0.01%
28
124
– –
-88,864
125
– –
-3,475
1 2 3 4
5