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

Top Buys

1
+$620M
2
+$588M
3
+$281M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$237M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$88.4M

Top Sells

1
+$114M
2
+$74.7M
3
+$31.2M
4
MSFT icon
Microsoft
MSFT
+$9.62M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.03M

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
401
$203K ﹤0.01%
+1,149
402
$173K ﹤0.01%
15,085
+221
403
$32.7K ﹤0.01%
14,165
404
– –
-12,283
405
– –
-4,807
406
– –
-3,743
407
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-1,322
408
– –
-1,515
409
– –
-36,731
410
– –
-7,583
411
– –
-33,259
412
– –
-23,402
413
– –
-14,492
414
– –
-3,284
415
– –
-1,713
416
– –
-4,660
417
– –
-8,813
418
– –
-1,171
419
– –
-10,887
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