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HCM

Howard Capital Management Portfolio holdings

AUM $6.11B
1-Year Est. Return 33.56%
This Fund
S&P 500
This Quarter Est. Return
-2%
1 Year Est. Return
+33.56%
3 Year Est. Return
+89.11%
5 Year Est. Return
+86.53%
10 Year Est. Return
–
AUM
$6.11B
AUM Growth
-$1.61B
Cap. Flow
-$1.37B
Cap. Flow %
-22.44%
Top 10 Hldgs %
67.62%
Holding
434
New
8
Increased
47
Reduced
260
Closed
102

Top Buys

1
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.1B
2
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$938M
3
GRNY
FundStrat Granny Shots US Large Cap ETF
GRNY
+$170M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$78.3M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$78M

Top Sells

1
QLD icon
ProShares Ultra QQQ
QLD
+$864M
2
SSO icon
ProShares Ultra S&P500
SSO
+$798M
3
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$407M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$318M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$310M

Sector Composition

1 Technology 5.92%
2 Communication Services 1.8%
3 Consumer Discretionary 1.52%
4 Industrials 0.97%
5 Financials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RF icon
401
Regions Financial
RF
$26.9B
– –
-34,782
Closed -$943K
RMD icon
402
ResMed
RMD
$28.8B
– –
-935
Closed -$225K
ROK icon
403
Rockwell Automation
ROK
$51.4B
– –
-611
Closed -$238K
RSG icon
404
Republic Services
RSG
$66.9B
– –
-1,419
Closed -$301K
SCHB icon
405
Schwab US Broad Market ETF
SCHB
$43.6B
– –
-9,231
Closed -$242K
SCHG icon
406
Schwab US Large-Cap Growth ETF
SCHG
$61B
– –
-6,451
Closed -$210K
SDIV icon
407
Global X SuperDividend ETF
SDIV
$1.22B
– –
-834,871
Closed -$20.1M
SNOW icon
408
Snowflake
SNOW
$94.2B
– –
-2,041
Closed -$448K
SSO icon
409
ProShares Ultra S&P500
SSO
$8.12B
– –
-13,775,520
Closed -$798M
STT icon
410
State Street
STT
$51.6B
– –
-1,904
Closed -$246K
SWK icon
411
Stanley Black & Decker
SWK
$13.7B
– –
-10,174
Closed -$756K
SYY icon
412
Sysco
SYY
$38.6B
– –
-3,117
Closed -$230K
TAP icon
413
Molson Coors Class B
TAP
$7.43B
– –
-19,954
Closed -$931K
TROW icon
414
T. Rowe Price
TROW
$25.4B
– –
-10,583
Closed -$1.08M
TTD icon
415
Trade Desk
TTD
$9.11B
– –
-12,150
Closed -$461K
TTWO icon
416
Take-Two Interactive
TTWO
$45.3B
– –
-1,218
Closed -$312K
ULTA icon
417
Ulta Beauty
ULTA
$20B
– –
-333
Closed -$201K
UPRO icon
418
ProShares UltraPro S&P 500
UPRO
$5.46B
– –
-1,025,589
Closed -$119M
URI icon
419
United Rentals
URI
$65.6B
– –
-397
Closed -$321K
VEEV icon
420
Veeva Systems
VEEV
$31.5B
– –
-936
Closed -$209K
VFH icon
421
Vanguard Financials ETF
VFH
$13.4B
– –
-1,608
Closed -$215K
VMC icon
422
Vulcan Materials
VMC
$37.5B
– –
-829
Closed -$236K
VOE icon
423
Vanguard Mid-Cap Value ETF
VOE
$23.3B
– –
-1,554
Closed -$276K
VOT icon
424
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
– –
-1,828
Closed -$510K
VTR icon
425
Ventas
VTR
$44.9B
– –
-2,712
Closed -$210K
14 15 16
17
18

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