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
$740M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$130M
2
+$83.4M
3
+$20.3M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$3.29M
5
AAPL icon
Apple
AAPL
+$2.88M

Top Sells

1
+$121M
2
+$28.7M
3
+$8.13M
4
ROM icon
ProShares Ultra Technology
ROM
+$4.56M
5
QQH icon
HCM Defender 100 Index ETF
QQH
+$2.3M

Sector Composition

1 Technology 2.84%
2 Consumer Discretionary 0.93%
3 Healthcare 0.92%
4 Communication Services 0.59%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$379K 0.05%
+12,578
52
$254K 0.03%
+13,009
53
$237K 0.03%
+397
54
$221K 0.03%
+3,142
55
$219K 0.03%
2,039
-341
56
$208K 0.03%
432
-215
57
$207K 0.03%
+665
58
$201K 0.03%
+1,214
59
– –
-7,899
60
– –
-5,517
61
– –
-1,895
62
– –
-580
63
– –
-10,056
64
– –
-22,042
65
– –
-7,679
1 2
3