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
$437M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$5.06M
3
+$2.75M
4
LGH icon
HCM Defender 500 Index ETF
LGH
+$2.55M
5
ROM icon
ProShares Ultra Technology
ROM
+$2.54M

Top Sells

1
+$522K
2
+$245K
3
+$210K
4
INTC icon
Intel
INTC
+$126K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$122K

Sector Composition

1 Technology 1.24%
2 Communication Services 0.62%
3 Healthcare 0.53%
4 Consumer Discretionary 0.33%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.05%
366
+27
52
$131K 0.03%
10,683
-3,859
53
– –
-8,671
54
– –
-1,544
1 2
3