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
$627M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$28.4M
3
+$25.3M
4
SSO icon
ProShares Ultra S&P500
SSO
+$24.3M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$21.2M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 8.8%
2 Consumer Staples 8.65%
3 Energy 7.22%
4 Technology 7.2%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.64M 1.22%
+151,189
52
$7.6M 1.21%
+701,649
53
$7.56M 1.21%
+188,601
54
$7.52M 1.2%
+140,696
55
$7.29M 1.16%
+41,939
56
$7.1M 1.13%
+115,934
57
$6.99M 1.11%
+97,566
58
$6.87M 1.1%
+188,711
59
$6.46M 1.03%
+162,417
60
$4.23M 0.67%
+26,313
61
$1.9M 0.3%
+49,788
62
$1.88M 0.3%
+5,434
63
$1.1M 0.18%
+7,150
64
$335K 0.05%
+4,000
65
$269K 0.04%
+14,205
66
$257K 0.04%
+15,156
67
$254K 0.04%
+4,340
68
$252K 0.04%
+6,529
69
$252K 0.04%
+1,468
70
$247K 0.04%
+3,412
71
$245K 0.04%
+7,185
72
$243K 0.04%
+3,156
73
$239K 0.04%
+2,235
74
$236K 0.04%
+5,520
75
$235K 0.04%
+5,683
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3
4