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
$579M
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$26.4M
3
+$20.7M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$14.5M
5
ROM icon
ProShares Ultra Technology
ROM
+$9.69M

Top Sells

1
+$2.95M
2
+$1.08M
3
+$832K
4
AAPL icon
Apple
AAPL
+$599K
5
JNJ icon
Johnson & Johnson
JNJ
+$421K

Sector Composition

1 Technology 1.81%
2 Healthcare 0.75%
3 Consumer Staples 0.62%
4 Communication Services 0.58%
5 Consumer Discretionary 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.22%
+11,056
27
$1.2M 0.21%
3,885
-17
28
$1.2M 0.21%
+41,935
29
$1.07M 0.19%
+10,820
30
$1.07M 0.18%
+10,056
31
$916K 0.16%
+7,903
32
$872K 0.15%
14,693
+38
33
$675K 0.12%
+7,899
34
$635K 0.11%
+5,517
35
$615K 0.11%
+22,042
36
$474K 0.08%
2,872
-3,631
37
$389K 0.07%
+7,679
38
$384K 0.07%
772
39
$350K 0.06%
3,370
-110
40
$306K 0.05%
647
-23
41
$261K 0.05%
2,380
+148
42
$237K 0.04%
+580
43
$204K 0.04%
+1,895
44
$202K 0.03%
+723
45
– –
-961
46
– –
-1,203
47
– –
-662
48
– –
-2,386
49
– –
-3,266
50
– –
-2,759
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