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
$3.98B
AUM Growth
-$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$13.3M
3
+$4.56M
4
PLTR icon
Palantir
PLTR
+$2.69M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.23M

Top Sells

1
+$651M
2
+$408M
3
+$358M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$193M
5
SSO icon
ProShares Ultra S&P500
SSO
+$172M

Sector Composition

1 Technology 9.47%
2 Communication Services 3.29%
3 Consumer Discretionary 2.81%
4 Financials 1.74%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.6M 0.32%
139,031
27
$11.8M 0.3%
22,242
-961
28
$11.5M 0.29%
12,207
-5,433
29
$10.9M 0.27%
16,043
+911
30
$10.4M 0.26%
111,300
-17,860
31
$10.1M 0.25%
64,823
-1,990
32
$9.64M 0.24%
1,940,828
-9,696
33
$9.49M 0.24%
102,230
-3,872
34
$8.6M 0.22%
16,130
-441
35
$8.17M 0.21%
275,044
+56,462
36
$8.15M 0.2%
40,875
-667
37
$7.7M 0.19%
173,258
-14,647,154
38
$7.42M 0.19%
262,507
-5,011
39
$6.86M 0.17%
111,119
-19,944
40
$6.51M 0.16%
63,407
-6,330
41
$6.44M 0.16%
41,929
-4,842
42
$6.35M 0.16%
89,387
-1,564
43
$6.25M 0.16%
375,861
+49,279
44
$6.05M 0.15%
12,996
-1,475
45
$6M 0.15%
113,869
+8
46
$5.81M 0.15%
128,171
-1,876
47
$5.81M 0.15%
26,333
48
$5.71M 0.14%
66,774
-350
49
$5.58M 0.14%
17,916
-2,099
50
$5.57M 0.14%
98,325
-7,012
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