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
$237M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$23.2M
3
+$2.94M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.39M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.83M

Top Sells

1
+$48.2M
2
+$29.7M
3
+$4.07M
4
QLD icon
ProShares Ultra QQQ
QLD
+$1.24M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$765K

Sector Composition

1 Technology 2.3%
2 Healthcare 0.75%
3 Consumer Staples 0.53%
4 Consumer Discretionary 0.33%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$473K 0.2%
1,713
-20
27
$445K 0.19%
6,738
+17
28
$437K 0.18%
2,456
-15
29
$428K 0.18%
2,382
+9
30
$409K 0.17%
3,948
+11
31
$394K 0.17%
201
-2
32
$386K 0.16%
4,460
-20
33
$363K 0.15%
3,285
+11
34
$357K 0.15%
15,111
+72
35
$271K 0.11%
+1,651
36
$255K 0.11%
1,507
+5
37
$254K 0.11%
4,512
-180
38
$228K 0.1%
1,100
39
– –
-138,662
40
– –
-7,115
41
– –
-577,375
42
– –
-194,211
1
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