HCM
Howard Capital Management Portfolio holdings
AUM
$6.68B
This Quarter Return
+3.1%
1 Year Return
+21.2%
3 Year Return
+75.15%
5 Year Return
+127.24%
10 Year Return
–
AUM
$562M
AUM Growth
+$562M
(+12%)
Cap. Flow
+$20.5M
Cap. Flow
% of AUM
3.65%
Top 10 Holdings %
Top 10 Hldgs %
91.14%
Holding
54
New
2
Increased
33
Reduced
16
Closed
2
Top Buys
| 1 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
$7.66M |
| 2 |
ProShares Ultra QQQ
QLD
|
$5.73M |
| 3 |
iShares US Consumer Discretionary ETF
IYC
|
$3.65M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.49M |
| 5 |
ProShares Ultra Technology
ROM
|
$2.72M |
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$6.23M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.02M |
| 3 |
Tesla
TSLA
|
$841K |
| 4 |
Apple
AAPL
|
$633K |
| 5 |
SPDR SSGA 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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Berkshire Hathaway Class B
BRK.B
$1.08T
| $298K | 0.05% |
1,100
-15
| -1% | -$4.06K |
|
52
Intel
INTC
$105B
| $263K | 0.05% |
4,482
-57
| -1% | -$3.35K |
|
53
Netflix
NFLX
$521B
| – | – |
-390
| Closed | -$211K |
|
|
54
iShares Preferred and Income Securities ETF
PFF
$14.4B
| – | – |
-161,881
| Closed | -$6.23M |
|