HCM

Howard Capital Management Portfolio holdings

AUM $7.57B
1-Year Est. Return 30.72%
This Quarter Est. Return
1 Year Est. Return
+30.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.98B
AUM Growth
-$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$13.3M
3
+$4.56M
4
PLTR icon
Palantir
PLTR
+$2.69M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.23M

Top Sells

1
+$651M
2
+$408M
3
+$358M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$193M
5
SSO icon
ProShares Ultra S&P500
SSO
+$172M

Sector Composition

1 Technology 9.47%
2 Communication Services 3.29%
3 Consumer Discretionary 2.81%
4 Financials 1.74%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$573K 0.01%
1,742
-265
252
$566K 0.01%
56,405
+2,328
253
$561K 0.01%
4,011
-626
254
$546K 0.01%
3,992
-610
255
$529K 0.01%
3,099
-477
256
$525K 0.01%
3,042
-469
257
$524K 0.01%
1,516
-50
258
$518K 0.01%
770
-118
259
$517K 0.01%
1,949
-295
260
$513K 0.01%
1,487
-706
261
$510K 0.01%
5,145
-526
262
$487K 0.01%
13,009
-14,034
263
$486K 0.01%
+7,830
264
$481K 0.01%
12,283
+7,113
265
$460K 0.01%
756
-77
266
$458K 0.01%
1,311
-178
267
$458K 0.01%
2,780
-383
268
$457K 0.01%
2,984
-384
269
$454K 0.01%
7,157
-1,106
270
$452K 0.01%
4,826
-743
271
$446K 0.01%
+10,763
272
$445K 0.01%
1,459
-219
273
$444K 0.01%
3,025
-423
274
$443K 0.01%
10,887
-1,673
275
$443K 0.01%
20,377
+973
9 10
11
12 13