We are live on ! Find out more
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
$436M
AUM Growth
-$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$18.5M
3
+$11M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.47M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.39M

Top Sells

1
+$143M
2
+$73.6M
3
+$39.1M
4
USD icon
ProShares Ultra Semiconductors
USD
+$29M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$17.6M

Sector Composition

1 Technology 0.83%
2 Consumer Discretionary 0.83%
3 Financials 0.65%
4 Consumer Staples 0.4%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-30,798
52
– –
-48,522
53
– –
-17,652
54
– –
-4,231
55
– –
-11,721
56
– –
-4,205
57
– –
-2,442
58
– –
-2,106
59
– –
-896
60
– –
-2,437
61
– –
-87,529
62
– –
-12,255
63
– –
-2,633
64
– –
-6,431
65
– –
-1,300
66
– –
-2,843
67
– –
-1,457
68
– –
-49,920
69
– –
-9,659
70
– –
-321,663
71
– –
-2,976
72
– –
-940,764
73
– –
-1,542
74
– –
-3,448
75
– –
-237,018
1 2
3
4