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
$741M
AUM Growth
+$996K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$4.46M
3
+$3.09M
4
LGH icon
HCM Defender 500 Index ETF
LGH
+$2.16M
5
AVGO icon
Broadcom
AVGO
+$1.82M

Top Sells

1
+$5.1M
2
+$4.27M
3
+$2.48M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$379K
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$254K

Sector Composition

1 Technology 3.29%
2 Communication Services 1.3%
3 Consumer Discretionary 1.15%
4 Healthcare 0.65%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 0.35%
11,550
+1,472
27
$2.58M 0.35%
37,038
+21
28
$2.29M 0.31%
33,478
-284
29
$1.86M 0.25%
15,452
+1,044
30
$1.78M 0.24%
28,036
+10,253
31
$1.71M 0.23%
28,290
+4,920
32
$1.68M 0.23%
15,152
+3,414
33
$1.65M 0.22%
14,055
+12,016
34
$1.64M 0.22%
+3,735
35
$1.55M 0.21%
610
36
$1.44M 0.19%
8,400
+2,004
37
$1.43M 0.19%
5,425
+717
38
$1.4M 0.19%
+2,738
39
$1.24M 0.17%
11,776
+100
40
$1.15M 0.16%
3,285
41
$1.06M 0.14%
38,823
+823
42
$1.05M 0.14%
10,202
+702
43
$1M 0.14%
8,303
+265
44
$958K 0.13%
+14,615
45
$914K 0.12%
33,953
+364
46
$908K 0.12%
5,739
+162
47
$789K 0.11%
8,612
-2,237
48
$775K 0.1%
15,345
+236
49
$564K 0.08%
+5,498
50
$495K 0.07%
18,142
+3,226
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