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
$740M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$83.4M
3
+$20.3M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$3.29M
5
AAPL icon
Apple
AAPL
+$2.88M

Top Sells

1
+$121M
2
+$28.7M
3
+$8.13M
4
ROM icon
ProShares Ultra Technology
ROM
+$4.56M
5
QQH icon
HCM Defender 100 Index ETF
QQH
+$2.3M

Sector Composition

1 Technology 2.84%
2 Consumer Discretionary 0.93%
3 Healthcare 0.92%
4 Communication Services 0.59%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 0.32%
+10,078
27
$2.28M 0.31%
17,479
+2,649
28
$2.25M 0.3%
18,778
+2,356
29
$1.79M 0.24%
14,408
+3,352
30
$1.73M 0.23%
13,340
+2,563
31
$1.52M 0.21%
610
32
$1.49M 0.2%
+23,370
33
$1.4M 0.19%
4,708
+3,985
34
$1.4M 0.19%
+11,738
35
$1.27M 0.17%
+11,676
36
$1.19M 0.16%
+17,783
37
$1.14M 0.15%
+6,396
38
$1.12M 0.15%
3,285
-600
39
$1.09M 0.15%
38,000
-3,935
40
$1.08M 0.15%
+9,500
41
$1.05M 0.14%
10,849
+29
42
$988K 0.13%
8,038
+135
43
$943K 0.13%
+5,577
44
$940K 0.13%
+33,589
45
$771K 0.1%
15,109
+416
46
$427K 0.06%
+9,498
47
$416K 0.06%
772
48
$408K 0.06%
3,370
49
$406K 0.05%
+14,916
50
$398K 0.05%
2,150
-6,879
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