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
$7.72B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$15M
3
+$10.8M
4
NVDA icon
NVIDIA
NVDA
+$10.5M
5
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$9.5M

Top Sells

1
+$40.5M
2
+$33.4M
3
+$21M
4
QLD icon
ProShares Ultra QQQ
QLD
+$20.7M
5
UPRO icon
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
TSLA icon
26
Tesla
TSLA
$1.51T
$47M 0.61%
104,470
-3,438
BUFR icon
27
FT Vest Fund of Buffer ETFs
BUFR
$8.6B
$43.1M 0.56%
1,257,375
+445,206
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$3.77T
$34.5M 0.45%
110,281
-20,718
QQQI icon
29
NEOS Nasdaq 100 High Income ETF
QQQI
$8.86B
$32.7M 0.42%
606,307
+47,868
GOOG icon
30
Alphabet (Google) Class C
GOOG
$3.77T
$32.4M 0.42%
103,117
-16,909
HYG icon
31
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.1B
$29.8M 0.39%
369,061
+13,374
ICVT icon
32
iShares Convertible Bond ETF
ICVT
$5.56B
$29.1M 0.38%
295,117
-9,750
NFLX icon
33
Netflix
NFLX
$406B
$25.8M 0.33%
275,474
+36,084
COST icon
34
Costco
COST
$449B
$25.7M 0.33%
29,761
-9,521
KLAC icon
35
KLA
KLAC
$200B
$25.3M 0.33%
20,832
+2,732
JNK icon
36
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.9B
$24.6M 0.32%
253,468
+5,100
SPYI icon
37
NEOS S&P 500 High Income ETF
SPYI
$7.86B
$23.8M 0.31%
453,565
+41,679
PLTR icon
38
Palantir
PLTR
$328B
$21.3M 0.28%
119,748
+11,088
QUS icon
39
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.6B
$20.9M 0.27%
119,933
+55,112
SDIV icon
40
Global X SuperDividend ETF
SDIV
$1.26B
$20.1M 0.26%
834,871
+66,655
AMD icon
41
Advanced Micro Devices
AMD
$326B
$17.8M 0.23%
83,338
+1,765
FLQL icon
42
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.83B
$15.8M 0.2%
228,120
+103,215
FDLO icon
43
Fidelity Low Volatility Factor ETF
FDLO
$1.47B
$15.6M 0.2%
233,344
+108,461
USFR icon
44
WisdomTree Floating Rate Treasury Fund
USFR
$16.2B
$13.4M 0.17%
2,016,347
-4,624
BRK.B icon
45
Berkshire Hathaway Class B
BRK.B
$1.09T
$13.2M 0.17%
26,196
+527
EMB icon
46
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16B
$12.7M 0.16%
131,761
+615
IVW icon
47
iShares S&P 500 Growth ETF
IVW
$64.1B
$11.7M 0.15%
95,279
-2,111
CSCO icon
48
Cisco
CSCO
$314B
$11.4M 0.15%
147,518
+14,835
C icon
49
Citigroup
C
$193B
$10.3M 0.13%
88,072
-5,075
IWM icon
50
iShares Russell 2000 ETF
IWM
$74.8B
$10.2M 0.13%
41,433
+1,162
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