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
$915M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$4.89M
3
+$3.51M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.89M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.47M

Top Sells

1
+$2.03M
2
+$1.97M
3
+$1.8M
4
XOM icon
Exxon Mobil
XOM
+$1.68M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.63M

Sector Composition

1 Technology 3.24%
2 Consumer Discretionary 1.7%
3 Industrials 0.75%
4 Communication Services 0.65%
5 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$861K 0.09%
7,406
-14,437
52
$812K 0.09%
+13,376
53
$676K 0.07%
+11,465
54
$622K 0.07%
+24,230
55
$569K 0.06%
776
-30
56
$564K 0.06%
+25,592
57
$562K 0.06%
+8,794
58
$549K 0.06%
+5,796
59
$505K 0.06%
1,269
-6
60
$391K 0.04%
+2,754
61
$384K 0.04%
2,524
62
$368K 0.04%
+5,285
63
$358K 0.04%
2,045
-427
64
$346K 0.04%
+1,899
65
$344K 0.04%
+2,358
66
$340K 0.04%
+1,307
67
$335K 0.04%
397
68
$293K 0.03%
+5,879
69
$278K 0.03%
532
-3
70
$268K 0.03%
590
+73
71
$220K 0.02%
12,525
+612
72
$207K 0.02%
+3,275
73
$173K 0.02%
13,033
+1,901
74
$172K 0.02%
+10,277
75
$147K 0.02%
+12,315
1 2
3
4