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
126
$233K 0.01%
+6,949
127
$230K 0.01%
1,159
+53
128
$222K 0.01%
3,635
129
$211K 0.01%
+325
130
$209K 0.01%
1,316
131
$208K 0.01%
875
132
$208K 0.01%
+2,396
133
$206K 0.01%
+1,464
134
$155K 0.01%
10,000
135
$130K 0.01%
1,048
136
$123K 0.01%
+345
137
$73K ﹤0.01%
10,913
138
$25.9K ﹤0.01%
10,000
139
$3.84K ﹤0.01%
46
140
– –
-1,500
141
– –
-835
142
– –
-3,022
143
– –
-979
144
– –
-3,537
145
– –
-688
146
– –
-2,640
2 3 4 5
6