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
$236M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$77.3M
2
+$10.3M
3
+$9.32M
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$7.42M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.06M

Top Sells

1
+$66.9M
2
+$29.1M
3
+$25.3M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.58M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$3.78M

Sector Composition

1 Energy 0.59%
2 Consumer Staples 0.38%
3 Technology 0.33%
4 Financials 0.09%
5 Communication Services 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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