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
301
$357K 0.01%
1,409
-221
302
$352K 0.01%
3,211
-496
303
$352K 0.01%
1,329
-172
304
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+1,713
305
$348K 0.01%
1,251
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306
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1,250
-194
307
$340K 0.01%
11,919
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308
$338K 0.01%
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309
$338K 0.01%
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310
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34,508
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311
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3,743
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315
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11,809
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319
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320
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5,033
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321
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322
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1,382
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323
$314K 0.01%
7,640
-1,175
324
$314K 0.01%
+4,807
325
$314K 0.01%
4,460
+1,307
11 12
13
14 15