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
126
$188K 0.01%
+950
127
$170K 0.01%
+501
128
$165K 0.01%
+1,316
129
$125K 0.01%
+140
130
$124K 0.01%
1,148
-181
131
$114K 0.01%
10,000
132
$67.6K ﹤0.01%
10,913
133
$25.7K ﹤0.01%
+288
134
$25.5K ﹤0.01%
10,000
-15,100
135
$3.53K ﹤0.01%
28
136
– –
-979
137
– –
-6,949
138
– –
-3,688
139
– –
-3,635
140
– –
-3,946
141
– –
-2,333
142
– –
-1,284
2 3 4 5
6