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
$527M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$24.4M
3
+$13.1M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$5.84M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$4.25M

Top Sells

1
+$29.4M
2
+$21.8M
3
+$7.66M
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$1.65M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.38M

Sector Composition

1 Technology 0.87%
2 Communication Services 0.38%
3 Consumer Discretionary 0.35%
4 Consumer Staples 0.34%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.21%
14,655
27
$984K 0.19%
10,428
+921
28
$855K 0.16%
+13,445
29
$855K 0.16%
+28,126
30
$742K 0.14%
9,920
+540
31
$738K 0.14%
6,280
+160
32
$662K 0.13%
15,168
+916
33
$603K 0.11%
8,590
-1,994
34
$518K 0.1%
10,321
35
$475K 0.09%
4,538
36
$424K 0.08%
3,224
+184
37
$423K 0.08%
3,130
-1,007
38
$413K 0.08%
3,380
+440
39
$410K 0.08%
5,919
+19
40
$389K 0.07%
8,107
+319
41
$388K 0.07%
11,803
+542
42
$388K 0.07%
2,751
+71
43
$378K 0.07%
5,134
+619
44
$375K 0.07%
8,434
+326
45
$370K 0.07%
5,073
+405
46
$369K 0.07%
8,275
+249
47
$367K 0.07%
15,691
+531
48
$362K 0.07%
5,599
+173
49
$352K 0.07%
3,747
+165
50
$339K 0.06%
1,663
+54
1
2
3