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
$562M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$5.73M
3
+$3.65M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.49M
5
ROM icon
ProShares Ultra Technology
ROM
+$2.72M

Top Sells

1
+$6.23M
2
+$1.02M
3
+$841K
4
AAPL icon
Apple
AAPL
+$633K
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$341K

Sector Composition

1 Technology 1.31%
2 Consumer Discretionary 0.7%
3 Communication Services 0.46%
4 Consumer Staples 0.45%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$298K 0.05%
1,100
-15
52
$263K 0.05%
4,482
-57
53
– –
-3,900
54
– –
-161,881
1 2
3