We are live on
!
Find out more
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
(-21%)
Cap. Flow
-$1.37B
Cap. Flow
% of AUM
-22.44%
Top 10 Holdings %
Top 10 Hldgs %
67.62%
Holding
434
New
8
Increased
47
Reduced
260
Closed
102
Top Buys
Top Sells
| 1 |
ProShares Ultra QQQ
QLD
|
+$864M |
| 2 |
ProShares Ultra S&P500
SSO
|
+$798M |
| 3 |
ProShares UltraPro QQQ
TQQQ
|
+$407M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
+$318M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
426
WEC Energy
WEC
$36.8B
| – | – |
-2,490
| Closed | -$263K |
|
427
Willis Towers Watson
WTW
$26.9B
| – | – |
-744
| Closed | -$244K |
|
428
State Street Communication Services Select Sector SPDR ETF
XLC
$23.7B
| – | – |
-10,210
| Closed | -$1.2M |
|
429
State Street Utilities Select Sector SPDR ETF
XLU
$23.6B
| – | – |
-24,828
| Closed | -$1.06M |
|
430
Yum! Brands
YUM
$42.1B
| – | – |
-1,854
| Closed | -$280K |
|
431
Zoetis
ZTS
$31.2B
| – | – |
-3,169
| Closed | -$399K |
|
|
SW
432
Smurfit Westrock
SW
$22.9B
| – | – |
-23,883
| Closed | -$924K |
|
|
XYZ
433
Block Inc
XYZ
$48.7B
| – | – |
-4,462
| Closed | -$290K |
|
|
SOLS
434
Solstice Advanced Materials
SOLS
$9.69B
| – | – |
-4,933
| Closed | -$240K |
|
Similar funds
ACM
CIS
AA
JWBC
AWM
GA
EMPI
CDDEC