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HCM

Howard Capital Management Portfolio holdings

AUM $6.11B
1-Year Est. Return 33.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$502M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.95M
2
+$1.54M
3
+$1.51M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.31M
5
MLN icon
VanEck Long Muni ETF
MLN
+$997K

Top Sells

1
+$14.7M
2
+$8.04M
3
+$1.43M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.23M
5
NFLX icon
Netflix
NFLX
+$897K

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$242K 0.05%
4,539
-1,653
52
$211K 0.04%
3,900
-17,690
53
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-7,561
54
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-5,980
55
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56
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-1,613
57
– –
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58
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-7,000
59
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60
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61
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-2,739
62
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-3,597
63
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-366
64
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-3,055
65
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-1,859
66
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-8,711
67
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-8,118
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