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
$69.9M
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$263K
3
+$213K
4
IBB icon
iShares Biotechnology ETF
IBB
+$39.7K

Top Sells

1
+$58.3M
2
+$52.6M
3
+$48.6M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$32.5M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$30.5M

Sector Composition

1 Energy 0.39%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Financials 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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