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
$809M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$125M
2
+$22.1M
3
+$17.5M
4
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$2.97M
5
PCAR icon
PACCAR
PCAR
+$2.19M

Top Sells

1
+$138M
2
+$24.3M
3
+$9.95M
4
VUG icon
Vanguard Growth ETF
VUG
+$8.11M
5
LLY icon
Eli Lilly
LLY
+$4.62M

Sector Composition

1 Technology 3.32%
2 Consumer Discretionary 1.75%
3 Communication Services 0.9%
4 Industrials 0.6%
5 Energy 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$356K 0.04%
2,524
52
$303K 0.04%
2,909
-233,297
53
$298K 0.04%
5,612
-187,470
54
$276K 0.03%
397
55
$254K 0.03%
+535
56
$249K 0.03%
473
+31
57
$243K 0.03%
3,365
-1,907,486
58
$240K 0.03%
+1,607
59
$234K 0.03%
+517
60
$202K 0.03%
+1,235
61
$200K 0.02%
+11,913
62
$136K 0.02%
+11,132
63
$25.1K ﹤0.01%
+14,165
64
$8.32K ﹤0.01%
+702
65
$3.18K ﹤0.01%
+36,354
66
– –
-10,202
67
– –
-38,823
68
– –
-3,735
69
– –
-27,976
70
– –
-8,400
71
– –
-8,612
72
– –
-8,609
73
– –
-18,142
74
– –
-5,498
75
– –
-15,152
1 2
3