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

Top Buys

1
+$7.64M
2
+$5.22M
3
+$3.53M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$3.46M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$2.61M

Top Sells

1
+$6.23M
2
+$1.02M
3
+$862K
4
AAPL icon
Apple
AAPL
+$603K
5
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$313K

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