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
$562M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$5.73M
3
+$3.65M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.49M
5
ROM icon
ProShares Ultra Technology
ROM
+$2.72M

Top Sells

1
+$6.23M
2
+$1.02M
3
+$841K
4
AAPL icon
Apple
AAPL
+$633K
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$341K

Sector Composition

1 Technology 1.31%
2 Consumer Discretionary 0.7%
3 Communication Services 0.46%
4 Consumer Staples 0.45%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.2%
50,646
+7,824
27
$1.09M 0.19%
9,380
+100
28
$1.09M 0.19%
14,655
29
$1.08M 0.19%
4,137
+778
30
$1.05M 0.19%
6,120
-300
31
$968K 0.17%
10,584
-11,160
32
$900K 0.16%
2,680
-27
33
$887K 0.16%
5,900
+18
34
$826K 0.15%
3,040
+16
35
$815K 0.15%
8,108
+138
36
$783K 0.14%
15,160
+51
37
$769K 0.14%
5,426
+156
38
$761K 0.14%
7,788
+9
39
$758K 0.14%
8,026
+236
40
$714K 0.13%
3,582
+150
41
$704K 0.13%
14,488
+414
42
$693K 0.12%
11,261
+152
43
$676K 0.12%
1,609
+73
44
$672K 0.12%
2,742
-3,432
45
$627K 0.11%
4,515
+131
46
$625K 0.11%
4,668
+142
47
$518K 0.09%
10,321
+3,563
48
$467K 0.08%
4,538
+341
49
$373K 0.07%
5,178
-3,176
50
$340K 0.06%
2,940
-140
1
2
3