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
$1.46B
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$23.4M
2
+$1.25M
3
+$1.14M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$785K
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$545K

Top Sells

1
+$21.2M
2
+$4.41M
3
+$1.57M
4
IYW icon
iShares US Technology ETF
IYW
+$717K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$631K

Sector Composition

1 Technology 34.39%
2 Financials 12.08%
3 Consumer Discretionary 9.58%
4 Healthcare 8.74%
5 Consumer Staples 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$305K 0.02%
2,636
102
$295K 0.02%
584
103
$289K 0.02%
1,500
-500
104
$284K 0.02%
3,671
105
$283K 0.02%
3,952
-295,263
106
$282K 0.02%
1,229
107
$275K 0.02%
836
108
$274K 0.02%
+10,850
109
$262K 0.02%
1,527
110
$260K 0.02%
3,387
111
$260K 0.02%
3,022
112
$257K 0.02%
1,490
113
$255K 0.02%
2,334
+3
114
$235K 0.02%
2,076
115
$233K 0.02%
1,878
116
$221K 0.02%
528
117
$221K 0.02%
1,827
118
$219K 0.01%
4,273
119
$214K 0.01%
9,234
120
$213K 0.01%
2,646
-351
121
$204K 0.01%
6,656
122
$203K 0.01%
+198
123
$195K 0.01%
+3,455
124
$189K 0.01%
+688
125
$189K 0.01%
2,500
2 3 4
5
6