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
$1.07B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$1.19M
3
+$741K
4
XBI icon
SPDR S&P Biotech ETF
XBI
+$427K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$410K

Top Sells

1
+$2.78M
2
+$2.65M
3
+$928K
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$645K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$579K

Sector Composition

1 Technology 29.01%
2 Healthcare 11.56%
3 Financials 10.51%
4 Consumer Discretionary 9.6%
5 Consumer Staples 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$89.5M 8.33%
461,341
-14,342
2
$75M 6.98%
1,772,830
-62,530
3
$70.5M 6.57%
159,110
+2,680
4
$67.7M 6.31%
198,871
-2,724
5
$45.1M 4.2%
345,855
+1,810
6
$37.2M 3.47%
311,145
-4,834
7
$35M 3.26%
+462,565
8
$33.9M 3.15%
293,382
-3,000
9
$33.1M 3.08%
107,234
-218
10
$32.4M 3.02%
60,264
-937
11
$32.1M 2.99%
142,345
-1,205
12
$31.2M 2.91%
104,569
-1,659
13
$30.2M 2.81%
207,590
-544
14
$28.5M 2.66%
306,961
-1,490
15
$26.9M 2.51%
51,564
-626
16
$25.5M 2.38%
113,559
-245
17
$24.7M 2.3%
103,899
-983
18
$23.8M 2.22%
112,882
-125
19
$23.6M 2.2%
984,090
-2,325
20
$23.3M 2.17%
93,978
+96
21
$23.2M 2.16%
213,155
+736
22
$23M 2.14%
203,006
+99
23
$22.6M 2.1%
375,064
-1,957
24
$20.7M 1.93%
82,815
+160
25
$19.6M 1.82%
263,745
+295
1
2 3 4 5