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
$1.02B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.53M
3
+$3.98M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$3.18M
5
ISPY icon
ProShares S&P 500 High Income ETF
ISPY
+$3.11M

Top Sells

1
+$7.66M
2
+$2.65M
3
+$1.59M
4
VST icon
Vistra
VST
+$368K
5
ET icon
Energy Transfer Partners
ET
+$366K

Sector Composition

1 Technology 4.16%
2 Consumer Discretionary 1.33%
3 Communication Services 0.89%
4 Industrials 0.8%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 0.28%
+98,010
27
$2.79M 0.27%
35,748
+2,396
28
$2.78M 0.27%
3,266
+2,490
29
$2.48M 0.24%
24,079
+384
30
$2.45M 0.24%
34,020
-559
31
$2.41M 0.24%
9,974
+325
32
$2.32M 0.23%
51,300
-2,818
33
$1.97M 0.19%
10,803
+932
34
$1.79M 0.18%
+3,559
35
$1.74M 0.17%
11,544
-127
36
$1.7M 0.17%
6,363
+255
37
$1.7M 0.17%
4,172
+522
38
$1.67M 0.16%
565
39
$1.66M 0.16%
6,719
+48
40
$1.62M 0.16%
29,085
+898
41
$1.59M 0.16%
10,790
+216
42
$1.56M 0.15%
43,737
+938
43
$1.51M 0.15%
20,990
+2,426
44
$1.29M 0.13%
16,663
+1,558
45
$1.23M 0.12%
14,356
-43
46
$1.21M 0.12%
14,806
-895
47
$1.1M 0.11%
4,336
+3,029
48
$1.1M 0.11%
22,115
+6
49
$990K 0.1%
9,290
-10
50
$959K 0.09%
16,810
+688
1
2
3 4