HCM

Howard Capital Management Portfolio holdings

AUM $7.57B
1-Year Est. Return 30.72%
This Quarter Est. Return
1 Year Est. Return
+30.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$21.3M
3
+$10.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$8.36M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.66M

Top Sells

1
+$4.72M
2
+$275K
3
+$263K
4
IYM icon
iShares US Basic Materials ETF
IYM
+$263K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$213K

Sector Composition

1 Technology 2.91%
2 Healthcare 0.94%
3 Consumer Discretionary 0.44%
4 Communication Services 0.36%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$503K 0.25%
+2,574
27
$484K 0.24%
+2,721
28
$470K 0.24%
+7,294
29
$466K 0.23%
+5,040
30
$457K 0.23%
+4,252
31
$438K 0.22%
+1,950
32
$404K 0.2%
+224
33
$386K 0.19%
+16,261
34
$363K 0.18%
+3,543
35
$310K 0.16%
+1,629
36
$237K 0.12%
+4,740
37
$231K 0.12%
+800
38
$227K 0.11%
+6,240
39
$227K 0.11%
+1,100
40
– –
-2,730
41
– –
-3,140
42
– –
-34,433
43
– –
-1,671
44
– –
-4,000
1
2