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
126
$158K 0.01%
950
127
$154K 0.01%
1,316
128
$140K 0.01%
1,148
129
$131K 0.01%
140
130
$114K 0.01%
10,000
131
$112K 0.01%
+1,170
132
$93.6K 0.01%
+835
133
$50.1K ﹤0.01%
10,913
134
$25.5K ﹤0.01%
10,000
135
$3.08K ﹤0.01%
28
136
– –
-1,827
137
– –
-198
138
– –
-2,646
139
– –
-62,041
140
– –
-501
141
– –
-288
142
– –
-584
2 3 4 5
6