HCM

Howard Capital Management Portfolio holdings

AUM $7.72B
1-Year Est. Return 27.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
-$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$18.4M
3
+$11M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.27M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.41M

Top Sells

1
+$143M
2
+$73.6M
3
+$39.1M
4
USD icon
ProShares Ultra Semiconductors
USD
+$29M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$17.6M

Sector Composition

1 Technology 0.83%
2 Consumer Discretionary 0.83%
3 Financials 0.65%
4 Consumer Staples 0.4%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$428K 0.1%
2,413
+145
27
$341K 0.08%
1,186
-9
28
$329K 0.08%
1,968
29
$313K 0.07%
5,616
-4,684
30
$294K 0.07%
2,158
+490
31
$283K 0.06%
397
32
$254K 0.06%
847
-24
33
$247K 0.06%
5,280
+1,050
34
$244K 0.06%
478
-191
35
$240K 0.06%
+878
36
$225K 0.05%
4,035
-207
37
$215K 0.05%
+1,007
38
$53K 0.01%
+11,550
39
$16K ﹤0.01%
+10,000
40
$14K ﹤0.01%
+833
41
– –
-938
42
– –
-254,988
43
– –
-1,595
44
– –
-13,424
45
– –
-16,795
46
– –
-410
47
– –
-35,494
48
– –
-61,181
49
– –
-30,798
50
– –
-48,522
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