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
$502M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$1.67M
3
+$1.61M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.31M
5
TSLA icon
Tesla
TSLA
+$1.06M

Top Sells

1
+$16.8M
2
+$9.08M
3
+$1.59M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.23M
5
NFLX icon
Netflix
NFLX
+$957K

Sector Composition

1 Technology 1.43%
2 Consumer Discretionary 0.89%
3 Consumer Staples 0.44%
4 Communication Services 0.41%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.21%
6,420
-820
27
$944K 0.19%
14,655
-40
28
$931K 0.19%
42,822
-4,377
29
$847K 0.17%
+9,280
30
$785K 0.16%
+2,707
31
$754K 0.15%
3,359
-781
32
$744K 0.15%
3,024
-1,768
33
$731K 0.15%
+5,882
34
$724K 0.14%
+11,578
35
$715K 0.14%
+7,779
36
$697K 0.14%
+4,384
37
$676K 0.13%
+15,109
38
$645K 0.13%
+5,270
39
$645K 0.13%
+4,526
40
$634K 0.13%
+7,790
41
$632K 0.13%
+7,970
42
$631K 0.13%
+14,074
43
$612K 0.12%
+1,536
44
$604K 0.12%
+11,109
45
$578K 0.12%
+3,432
46
$568K 0.11%
8,354
+2,434
47
$384K 0.08%
4,197
+10
48
$339K 0.07%
6,758
+50
49
$270K 0.05%
3,080
+140
50
$259K 0.05%
1,115
+15
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