HCM
Howard Capital Management Portfolio holdings
AUM
$6.68B
This Quarter Return
+16.84%
1 Year Return
+21.2%
3 Year Return
+75.15%
5 Year Return
+127.24%
10 Year Return
–
AUM
$502M
AUM Growth
+$502M
(+15%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
3.31%
Top 10 Holdings %
Top 10 Hldgs %
90.68%
Holding
67
New
15
Increased
21
Reduced
16
Closed
15
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$5.11M |
| 2 |
HCM Defender 500 Index ETF
LGH
|
$1.67M |
| 3 |
iShares US Consumer Discretionary ETF
IYC
|
$1.61M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.31M |
| 5 |
Tesla
TSLA
|
$1.06M |
Top Sells
| 1 |
ProShares Ultra QQQ
QLD
|
$16.8M |
| 2 |
ProShares Ultra Technology
ROM
|
$9.08M |
| 3 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$1.59M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.23M |
| 5 |
Netflix
NFLX
|
$957K |
Sector Composition
| 1 | Technology | 1.43% |
| 2 | Consumer Discretionary | 0.89% |
| 3 | Consumer Staples | 0.44% |
| 4 | Communication Services | 0.41% |
| 5 | Financials | 0.35% |
