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
$741M
AUM Growth
+$996K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$4.46M
3
+$3.09M
4
LGH icon
HCM Defender 500 Index ETF
LGH
+$2.16M
5
AVGO icon
Broadcom
AVGO
+$1.82M

Top Sells

1
+$5.1M
2
+$4.27M
3
+$2.48M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$379K
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$254K

Sector Composition

1 Technology 3.29%
2 Communication Services 1.3%
3 Consumer Discretionary 1.15%
4 Healthcare 0.65%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$488K 0.07%
11,341
+1,843
52
$436K 0.06%
772
53
$358K 0.05%
2,115
-35
54
$333K 0.04%
2,524
-846
55
$223K 0.03%
442
+10
56
$218K 0.03%
397
57
– –
-1,214
58
– –
-13,009
59
– –
-3,142
60
– –
-11,148
61
– –
-12,578
62
– –
-665
1 2
3