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
$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
COST icon
26
Costco
COST
$417B
$31.4M 0.47%
31,709
+19,502
ICVT icon
27
iShares Convertible Bond ETF
ICVT
$3B
$28.9M 0.43%
320,536
-18,070
HYG icon
28
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
$28.3M 0.42%
351,395
+3,653
NFLX icon
29
Netflix
NFLX
$463B
$27M 0.4%
20,130
+9,000
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$3.35T
$25M 0.37%
141,838
-25,655
JEPQ icon
31
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$31B
$24.9M 0.37%
458,264
+81,610
JNK icon
32
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$8.1B
$24.2M 0.36%
+248,368
GOOG icon
33
Alphabet (Google) Class C
GOOG
$3.36T
$21.7M 0.33%
122,593
+57,770
BUFR icon
34
FT Vest Fund of Buffer ETFs
BUFR
$7.58B
$16.8M 0.25%
527,749
+252,705
KLAC icon
35
KLA
KLAC
$157B
$16.4M 0.25%
18,355
+2,312
ADP icon
36
Automatic Data Processing
ADP
$105B
$15.5M 0.23%
50,063
+39,505
SDIV icon
37
Global X SuperDividend ETF
SDIV
$980M
$15.4M 0.23%
+681,750
USFR icon
38
WisdomTree Floating Rate Treasury Fund
USFR
$18.3B
$14.4M 0.22%
2,036,000
+95,172
PLTR icon
39
Palantir
PLTR
$453B
$13.6M 0.2%
99,491
+55,951
EMB icon
40
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$12.1M 0.18%
131,146
-7,885
BRK.B icon
41
Berkshire Hathaway Class B
BRK.B
$1.05T
$12M 0.18%
24,644
+2,402
IVW icon
42
iShares S&P 500 Growth ETF
IVW
$67.4B
$11M 0.16%
99,888
-2,342
AMD icon
43
Advanced Micro Devices
AMD
$406B
$10.1M 0.15%
70,893
+7,486
IWM icon
44
iShares Russell 2000 ETF
IWM
$69.2B
$8.76M 0.13%
40,584
-291
MDY icon
45
SPDR S&P MidCap 400 ETF Trust
MDY
$23.7B
$8.71M 0.13%
15,378
-752
CSCO icon
46
Cisco
CSCO
$285B
$8.22M 0.12%
118,536
+7,417
T icon
47
AT&T
T
$173B
$7.99M 0.12%
276,004
+13,497
QYLD icon
48
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.42B
$7.89M 0.12%
471,875
+96,014
C icon
49
Citigroup
C
$181B
$7.88M 0.12%
92,573
+3,186
RL icon
50
Ralph Lauren
RL
$18.7B
$7.25M 0.11%
26,333
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