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
$1.28B
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$502K
3
+$481K
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$381K
5
BR icon
Broadridge
BR
+$212K

Top Sells

1
+$28.4M
2
+$24M
3
+$20.3M
4
NVDA icon
NVIDIA
NVDA
+$4.38M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.09M

Sector Composition

1 Technology 31.09%
2 Financials 13.52%
3 Consumer Discretionary 9.91%
4 Healthcare 9.4%
5 Consumer Staples 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$289K 0.02%
2,338
+4
102
$287K 0.02%
3,671
103
$287K 0.02%
3,400
+900
104
$285K 0.02%
3,630
105
$284K 0.02%
3,505
-250,661
106
$284K 0.02%
3,387
107
$280K 0.02%
3,952
108
$275K 0.02%
2,076
109
$255K 0.02%
836
110
$247K 0.02%
1,490
111
$246K 0.02%
528
112
$240K 0.02%
17,350
+6,500
113
$227K 0.02%
1,106
-123
114
$218K 0.02%
4,273
115
$212K 0.02%
+875
116
$211K 0.02%
3,455
117
$210K 0.02%
3,022
118
$206K 0.02%
1,878
119
$205K 0.02%
688
120
$204K 0.02%
9,234
121
$204K 0.02%
+3,635
122
$203K 0.02%
6,656
123
$199K 0.02%
+3,688
124
$176K 0.01%
+979
125
$173K 0.01%
710
-98,247
2 3 4
5
6