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
$915M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$4.89M
3
+$3.51M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.89M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.47M

Top Sells

1
+$2.03M
2
+$1.97M
3
+$1.8M
4
XOM icon
Exxon Mobil
XOM
+$1.68M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.63M

Sector Composition

1 Technology 3.24%
2 Consumer Discretionary 1.7%
3 Industrials 0.75%
4 Communication Services 0.65%
5 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.8M 0.31%
16,351
-8,181
27
$2.65M 0.29%
35,205
+3,225
28
$2.54M 0.28%
33,352
+2,704
29
$2.51M 0.27%
34,579
-1,697
30
$2.47M 0.27%
+54,118
31
$2.43M 0.27%
9,649
+682
32
$1.8M 0.2%
9,871
+1,014
33
$1.78M 0.19%
565
34
$1.59M 0.17%
9,056
+1,236
35
$1.59M 0.17%
6,108
+422
36
$1.58M 0.17%
11,671
+232
37
$1.54M 0.17%
10,574
+1,171
38
$1.53M 0.17%
3,650
+275
39
$1.51M 0.16%
6,671
+1,061
40
$1.5M 0.16%
28,187
+3,534
41
$1.45M 0.16%
42,799
+9,733
42
$1.36M 0.15%
18,564
+15,199
43
$1.28M 0.14%
+15,701
44
$1.18M 0.13%
14,399
+272
45
$1.17M 0.13%
+15,105
46
$1.1M 0.12%
+22,109
47
$1.03M 0.11%
+65,790
48
$1M 0.11%
+9,300
49
$906K 0.1%
16,122
+3,224
50
$862K 0.09%
14,672
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