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
$6.68B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$752M
2
+$682M
3
+$370M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$293M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$109M

Top Sells

1
+$126M
2
+$33.8M
3
+$25.5M
4
MSFT icon
Microsoft
MSFT
+$11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.14M

Sector Composition

1 Technology 7.77%
2 Communication Services 2.68%
3 Consumer Discretionary 2.18%
4 Financials 1.21%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VPU icon
401
Vanguard Utilities ETF
VPU
$7.79B
$203K ﹤0.01%
+1,149
WBD icon
402
Warner Bros
WBD
$56B
$173K ﹤0.01%
15,085
+221
TSHA icon
403
Taysha Gene Therapies
TSHA
$1.16B
$32.7K ﹤0.01%
14,165
LKQ icon
404
LKQ Corp
LKQ
$7.78B
– –
-8,813
WBA
405
DELISTED
Walgreens Boots Alliance
WBA
– –
-33,259
VTI icon
406
Vanguard Total Stock Market ETF
VTI
$550B
– –
-7,583
VONG icon
407
Vanguard Russell 1000 Growth ETF
VONG
$33.7B
– –
-36,731
ON icon
408
ON Semiconductor
ON
$19.7B
– –
-10,887
MSTR icon
409
Strategy Inc
MSTR
$70.9B
– –
-1,171
ILMN icon
410
Illumina
ILMN
$17.9B
– –
-4,660
HII icon
411
Huntington Ingalls Industries
HII
$12.4B
– –
-1,713
GSLC icon
412
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.7B
– –
-3,284
FSMB icon
413
First Trust Short Duration Managed Municipal ETF
FSMB
$484M
– –
-14,492
FITB icon
414
Fifth Third Bancorp
FITB
$27.9B
– –
-12,283
ET icon
415
Energy Transfer Partners
ET
$56.8B
– –
-23,402
DIA icon
416
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.2B
– –
-1,515
DFS
417
DELISTED
Discover Financial Services
DFS
– –
-1,322
CRH icon
418
CRH
CRH
$78.6B
– –
-3,743
AOS icon
419
A.O. Smith
AOS
$9.07B
– –
-4,807
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