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
$357M
AUM Growth
-$78.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.8M
3
+$2.39M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.7M
5
TIPX icon
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$1.11M

Top Sells

1
+$7.67M
2
+$2.25M
3
+$1.89M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.66M
5
SSO icon
ProShares Ultra S&P500
SSO
+$1.62M

Sector Composition

1 Technology 0.68%
2 Consumer Staples 0.61%
3 Consumer Discretionary 0.5%
4 Financials 0.35%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$302K 0.08%
+63,600
27
$295K 0.08%
575
+97
28
$289K 0.08%
1,052
+205
29
$263K 0.07%
1,178
-8
30
$263K 0.07%
+2,866
31
$204K 0.06%
1,809
-349
32
$202K 0.06%
1,900
-1,000
33
– –
-10,106
34
– –
-1,007
35
– –
-5,280
36
– –
-5,616
37
– –
-833
38
– –
-4,035
39
– –
-397
40
– –
-878
41
– –
-11,550
42
– –
-36,345
43
– –
-13,501
44
– –
-10,000
1
2