HCM
Howard Capital Management Portfolio holdings
AUM
$7.72B
1-Year Est. Return
27.81%
This Fund
S&P 500
1 Year Est. Return
+27.81%
AUM
$7.72B
AUM Growth
+$158M
(+2.1%)
Holding
443
Top Buys
| 1 | +$22.5M | |
| 2 | +$15M | |
| 3 | +$10.8M | |
| 4 |
NVIDIA
NVDA
|
+$10.5M |
| 5 |
State Street SPDR MSCI USA StrategicFactors ETF
QUS
|
+$9.5M |
Top Sells
| 1 | +$40.5M | |
| 2 | +$33.4M | |
| 3 | +$21M | |
| 4 |
ProShares Ultra QQQ
QLD
|
+$20.7M |
| 5 |
ProShares UltraPro S&P 500
UPRO
|
+$18.8M |
Sector Composition
| 1 | Technology | 8.56% |
| 2 | Communication Services | 2.58% |
| 3 | Consumer Discretionary | 2.53% |
| 4 | Financials | 1.24% |
| 5 | Healthcare | 1.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
426
Essex Property Trust
ESS
$16.4B
| $201K | ﹤0.01% |
767
+2
|
|
||
427
State Street Consumer Staples Select Sector SPDR ETF
XLP
$17.4B
| – | – |
-12,118
|
|
||
428
Xylem
XYL
$31.6B
| – | – |
-1,433
|
|
||
429
Amcor
AMCR
$22.4B
| – | – |
-8,514
|
|
||
430
Fidelity Wise Origin Bitcoin Fund
FBTC
$8.65B
| – | – |
-34,786
|
|
||
431
General Mills
GIS
$24.1B
| – | – |
-4,054
|
|
||
432
Alpha Architect 1-3 Month Box ETF
BOXX
$10.1B
| – | – |
-4,729
|
|
||
433
DuPont de Nemours
DD
$20.5B
| – | – |
-6,396
|
|
||
434
Equifax
EFX
$25.1B
| – | – |
-815
|
|
||
435
Halliburton
HAL
$30.2B
| – | – |
-23,425
|
|
||
436
Invesco AAA CLO Floating Rate Note ETF
ICLO
$416M
| – | – |
-9,401
|
|
||
|
IPG
437
DELISTED
Interpublic Group of Companies
IPG
| – | – |
-15,753
|
|
||
438
iShares Core Universal USD Bond ETF
IUSB
$36.2B
| – | – |
-80,686
|
|
||
439
lululemon athletica
LULU
$21.7B
| – | – |
-2,243
|
|
||
440
Raymond James Financial
RJF
$30.2B
| – | – |
-1,209
|
|
||
441
VICI Properties
VICI
$32.3B
| – | – |
-7,036
|
|
||
442
VeriSign
VRSN
$20.9B
| – | – |
-754
|
|
||
443
Vistra
VST
$58.9B
| – | – |
-9,564
|
|