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
$1.42B
AUM Growth
+$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$4.92M
3
+$973K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$611K
5
PANW icon
Palo Alto Networks
PANW
+$553K

Top Sells

1
+$4.18M
2
+$2.3M
3
+$1.61M
4
AAPL icon
Apple
AAPL
+$1.28M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$974K

Sector Composition

1 Technology 33.82%
2 Financials 11.41%
3 Healthcare 10.18%
4 Consumer Discretionary 8.98%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$308K 0.02%
5,450
102
$307K 0.02%
1,114
103
$300K 0.02%
1,827
+324
104
$296K 0.02%
1,495
105
$289K 0.02%
3,671
106
$284K 0.02%
3,630
107
$274K 0.02%
2,331
+4
108
$273K 0.02%
1,527
109
$252K 0.02%
1,490
110
$252K 0.02%
+528
111
$243K 0.02%
3,387
112
$242K 0.02%
2,333
113
$237K 0.02%
2,076
-500
114
$236K 0.02%
2,997
-315
115
$234K 0.02%
6,656
116
$226K 0.02%
4,273
117
$213K 0.02%
+836
118
$212K 0.01%
+3,946
119
$210K 0.01%
+3,635
120
$209K 0.01%
+9,234
121
$206K 0.01%
+3,688
122
$205K 0.01%
1,878
+180
123
$202K 0.01%
+979
124
$195K 0.01%
1,284
125
$163K 0.01%
6,949
-1
2 3 4
5
6