HCM

Howard Capital Management Portfolio holdings

AUM $7.72B
1-Year Est. Return 27.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.57B
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$59.4M
2
+$48.7M
3
+$29.7M
4
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$21.2M
5
LGH icon
HCM Defender 500 Index ETF
LGH
+$12.2M

Top Sells

1
+$40.2M
2
+$24.9M
3
+$23.5M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$22.4M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$15.1M

Sector Composition

1 Technology 7.94%
2 Communication Services 2.7%
3 Consumer Discretionary 2.34%
4 Financials 1.14%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNP icon
226
Union Pacific
UNP
$144B
$1.07M 0.01%
4,517
+112
IYW icon
227
iShares US Technology ETF
IYW
$18.7B
$1.06M 0.01%
5,403
+54
CSGP icon
228
CoStar Group
CSGP
$18.3B
$1.05M 0.01%
12,472
-52
XLU icon
229
State Street Utilities Select Sector SPDR ETF
XLU
$24.9B
$1.04M 0.01%
23,890
-638
LMT icon
230
Lockheed Martin
LMT
$149B
$1.01M 0.01%
2,026
+82
ANET icon
231
Arista Networks
ANET
$168B
$996K 0.01%
6,836
+486
DHR icon
232
Danaher
DHR
$132B
$996K 0.01%
5,023
+91
MDT icon
233
Medtronic
MDT
$112B
$961K 0.01%
10,090
+324
GEHC icon
234
GE HealthCare
GEHC
$32.3B
$957K 0.01%
12,737
-16
PLD icon
235
Prologis
PLD
$122B
$954K 0.01%
8,329
+2,116
APH icon
236
Amphenol
APH
$165B
$954K 0.01%
7,707
+246
TEAM icon
237
Atlassian
TEAM
$19.8B
$954K 0.01%
5,972
-20
XLP icon
238
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.6B
$950K 0.01%
12,118
+33
KHC icon
239
Kraft Heinz
KHC
$26.7B
$941K 0.01%
36,145
+1,525
MCHP icon
240
Microchip Technology
MCHP
$33.5B
$927K 0.01%
14,435
-12
VRSK icon
241
Verisk Analytics
VRSK
$27.8B
$926K 0.01%
3,682
-109
COF icon
242
Capital One
COF
$112B
$898K 0.01%
4,224
+132
BX icon
243
Blackstone
BX
$82.9B
$866K 0.01%
5,070
+152
CB icon
244
Chubb
CB
$128B
$864K 0.01%
3,060
-544
SYK icon
245
Stryker
SYK
$129B
$854K 0.01%
2,310
+8
DE icon
246
Deere & Co
DE
$156B
$837K 0.01%
1,830
+54
KDP icon
247
Keurig Dr Pepper
KDP
$37.2B
$819K 0.01%
32,102
-73,640
DUK icon
248
Duke Energy
DUK
$104B
$814K 0.01%
6,577
+1,262
SO icon
249
Southern Company
SO
$110B
$811K 0.01%
8,561
-164
DELL icon
250
Dell
DELL
$100B
$795K 0.01%
5,605
+153
8 9
10
11 12