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
$7.57B
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$59.4M
2
+$48.7M
3
+$29.7M
4
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$21.2M
5
LGH icon
HCM Defender 500 Index ETF
LGH
+$12.2M

Top Sells

1
+$40.2M
2
+$24.9M
3
+$23.5M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$22.4M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$15.1M

Sector Composition

1 Technology 7.94%
2 Communication Services 2.7%
3 Consumer Discretionary 2.34%
4 Financials 1.14%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.47T
$48M 0.63%
107,908
+5,549
COST icon
27
Costco
COST
$447B
$36.4M 0.48%
39,282
+7,573
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$3.66T
$31.8M 0.42%
130,999
-10,839
ICVT icon
29
iShares Convertible Bond ETF
ICVT
$5.39B
$30.5M 0.4%
304,867
-15,669
QQQI icon
30
NEOS Nasdaq 100 High Income ETF
QQQI
$9B
$30.3M 0.4%
+558,439
GOOG icon
31
Alphabet (Google) Class C
GOOG
$3.65T
$29.2M 0.39%
120,026
-2,567
HYG icon
32
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.7B
$28.9M 0.38%
355,687
+4,292
NFLX icon
33
Netflix
NFLX
$402B
$28.7M 0.38%
239,390
+38,090
BUFR icon
34
FT Vest Fund of Buffer ETFs
BUFR
$8.55B
$27.1M 0.36%
812,169
+284,420
JNK icon
35
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.96B
$24.3M 0.32%
248,368
SPYI icon
36
NEOS S&P 500 High Income ETF
SPYI
$7.95B
$21.5M 0.28%
+411,886
PLTR icon
37
Palantir
PLTR
$361B
$19.8M 0.26%
108,660
+9,169
KLAC icon
38
KLA
KLAC
$186B
$19.5M 0.26%
18,100
-255
SDIV icon
39
Global X SuperDividend ETF
SDIV
$1.24B
$18.4M 0.24%
768,216
+86,466
USFR icon
40
WisdomTree Floating Rate Treasury Fund
USFR
$16.2B
$13.7M 0.18%
2,020,971
-15,029
AMD icon
41
Advanced Micro Devices
AMD
$315B
$13.2M 0.17%
81,573
+10,680
BRK.B icon
42
Berkshire Hathaway Class B
BRK.B
$1.06T
$12.9M 0.17%
25,669
+1,025
EMB icon
43
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.9B
$12.5M 0.17%
131,146
IVW icon
44
iShares S&P 500 Growth ETF
IVW
$62.7B
$11.8M 0.16%
97,390
-2,498
QUS icon
45
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.51B
$11.1M 0.15%
64,821
+22,548
IWM icon
46
iShares Russell 2000 ETF
IWM
$69.2B
$9.74M 0.13%
40,271
-313
C icon
47
Citigroup
C
$185B
$9.45M 0.12%
93,147
+574
MDY icon
48
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$23.8B
$9.09M 0.12%
15,243
-135
CSCO icon
49
Cisco
CSCO
$309B
$9.08M 0.12%
132,683
+14,147
FLQL icon
50
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.76B
$8.55M 0.11%
124,905
+39,965
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