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
$340M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$4.08M
3
+$3.47M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$1.74M
5
LLY icon
Eli Lilly
LLY
+$985K

Top Sells

1
+$3.8M
2
+$3.71M
3
+$2.68M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.64M
5
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$2.18M

Sector Composition

1 Technology 0.59%
2 Healthcare 0.49%
3 Consumer Staples 0.47%
4 Consumer Discretionary 0.45%
5 Communication Services 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$208K 0.06%
1,840
-60
27
– –
-37,605
28
– –
-63,600
29
– –
-190,463
30
– –
-17,726
31
– –
-49,474
32
– –
-117,017
33
– –
-2,866
34
– –
-1,809
35
– –
-1,052
1
2