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
$809M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$22.1M
3
+$17.5M
4
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$2.97M
5
PCAR icon
PACCAR
PCAR
+$2.19M

Top Sells

1
+$138M
2
+$24.3M
3
+$9.95M
4
VUG icon
Vanguard Growth ETF
VUG
+$8.11M
5
LLY icon
Eli Lilly
LLY
+$4.62M

Sector Composition

1 Technology 3.32%
2 Consumer Discretionary 1.75%
3 Communication Services 0.9%
4 Industrials 0.6%
5 Energy 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 0.3%
16,308
+856
27
$2.19M 0.27%
+21,843
28
$2.18M 0.27%
21,843
+7,788
29
$2.15M 0.27%
30,648
+2,612
30
$2.03M 0.25%
3,398
+660
31
$2.03M 0.25%
31,980
+3,690
32
$2.02M 0.25%
+8,967
33
$1.97M 0.24%
+45,026
34
$1.94M 0.24%
+7,820
35
$1.8M 0.22%
6,080
+655
36
$1.51M 0.19%
+8,857
37
$1.46M 0.18%
565
-45
38
$1.4M 0.17%
11,439
-337
39
$1.35M 0.17%
+5,686
40
$1.24M 0.15%
9,403
+1,100
41
$1.2M 0.15%
3,375
+90
42
$1.18M 0.15%
24,653
+13,312
43
$1.08M 0.13%
5,610
-129
44
$1.03M 0.13%
33,066
-887
45
$1.03M 0.13%
14,127
-488
46
$789K 0.1%
14,672
-673
47
$683K 0.08%
+12,898
48
$544K 0.07%
806
+34
49
$481K 0.06%
+1,275
50
$423K 0.05%
2,472
+357
1
2
3