HCMG

Howard Capital Management Group Portfolio holdings

AUM $1.51B
1-Year Est. Return 21.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.58B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$1.93M
3
+$1.47M
4
AMZN icon
Amazon
AMZN
+$534K
5
SPG icon
Simon Property Group
SPG
+$509K

Top Sells

1
+$4.11M
2
+$2.21M
3
+$1.35M
4
IBB icon
iShares Biotechnology ETF
IBB
+$725K
5
LDOS icon
Leidos
LDOS
+$237K

Sector Composition

1 Technology 32.4%
2 Financials 12.35%
3 Consumer Discretionary 8.81%
4 Healthcare 7.58%
5 Communication Services 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$390K 0.02%
655
-60
102
$378K 0.02%
3,630
103
$369K 0.02%
3,387
104
$354K 0.02%
1,114
105
$354K 0.02%
13,881
106
$344K 0.02%
4,396
-961
107
$329K 0.02%
7,540
-2,030
108
$322K 0.02%
1,500
109
$314K 0.02%
2,356
+15
110
$313K 0.02%
+918
111
$303K 0.02%
4,019
+192
112
$298K 0.02%
3,519
+169
113
$290K 0.02%
+364
114
$290K 0.02%
2,164
+88
115
$288K 0.02%
3,651
116
$288K 0.02%
2,400
+1,000
117
$268K 0.02%
1,527
118
$267K 0.02%
957
+7
119
$266K 0.02%
2,030
+152
120
$251K 0.02%
528
121
$248K 0.02%
+5,649
122
$248K 0.02%
811
123
$246K 0.02%
1,520
124
$243K 0.02%
9,234
125
$236K 0.02%
4,273
2 3 4
5
6