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
$225M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$48.2M
2
+$29.7M
3
+$11.7M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$4.07M
5
SSO icon
ProShares Ultra S&P500
SSO
+$2.76M

Top Sells

1
+$39.8M
2
+$21.3M
3
+$10.5M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$3.05M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$2.54M

Sector Composition

1 Technology 2.44%
2 Healthcare 0.78%
3 Consumer Staples 0.53%
4 Consumer Discretionary 0.37%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$509K 0.23%
1,797
-153
27
$508K 0.23%
9,749
-753
28
$496K 0.22%
2,471
-250
29
$453K 0.2%
3,937
-315
30
$442K 0.2%
4,480
-560
31
$420K 0.19%
2,373
-201
32
$391K 0.17%
203
-21
33
$338K 0.15%
15,039
-1,222
34
$334K 0.15%
3,274
-269
35
$254K 0.11%
1,502
-127
36
$243K 0.11%
4,692
-48
37
$229K 0.1%
1,100
38
– –
-25,344
39
– –
-548,080
40
– –
-10,392
41
– –
-10,724
42
– –
-6,240
43
– –
-406,192
44
– –
-800
45
– –
-323,268
46
– –
-13,759
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