HCM

Howard Capital Management Portfolio holdings

AUM $7.72B
1-Year Est. Return 27.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.68B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$752M
2
+$682M
3
+$370M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$293M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$109M

Top Sells

1
+$126M
2
+$33.8M
3
+$25.5M
4
MSFT icon
Microsoft
MSFT
+$11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.14M

Sector Composition

1 Technology 7.77%
2 Communication Services 2.68%
3 Consumer Discretionary 2.18%
4 Financials 1.21%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.4M 0.47%
31,709
+19,502
27
$28.9M 0.43%
320,536
-18,070
28
$28.3M 0.42%
351,395
+3,653
29
$27M 0.4%
201,300
+90,000
30
$25M 0.37%
141,838
-25,655
31
$24.9M 0.37%
458,264
+81,610
32
$24.2M 0.36%
+248,368
33
$21.7M 0.33%
122,593
+57,770
34
$16.8M 0.25%
527,749
+252,705
35
$16.4M 0.25%
18,355
+2,312
36
$15.5M 0.23%
50,063
+39,505
37
$15.4M 0.23%
+681,750
38
$14.4M 0.22%
2,036,000
+95,172
39
$13.6M 0.2%
99,491
+55,951
40
$12.1M 0.18%
131,146
-7,885
41
$12M 0.18%
24,644
+2,402
42
$11M 0.16%
99,888
-2,342
43
$10.1M 0.15%
70,893
+7,486
44
$8.76M 0.13%
40,584
-291
45
$8.71M 0.13%
15,378
-752
46
$8.22M 0.12%
118,536
+7,417
47
$7.99M 0.12%
276,004
+13,497
48
$7.89M 0.12%
471,875
+96,014
49
$7.88M 0.12%
92,573
+3,186
50
$7.25M 0.11%
26,333
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