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
$1.02B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$4.53M
3
+$3.98M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$3.18M
5
ISPY icon
ProShares S&P 500 High Income ETF
ISPY
+$3.11M

Top Sells

1
+$7.66M
2
+$2.65M
3
+$1.59M
4
VST icon
Vistra
VST
+$368K
5
ET icon
Energy Transfer Partners
ET
+$366K

Sector Composition

1 Technology 4.16%
2 Consumer Discretionary 1.33%
3 Communication Services 0.89%
4 Industrials 0.8%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$861K 0.08%
14,193
+817
52
$837K 0.08%
14,655
-17
53
$783K 0.08%
4,954
+2,596
54
$774K 0.08%
4,512
+2,613
55
$766K 0.08%
6,658
-748
56
$757K 0.07%
12,347
+882
57
$702K 0.07%
43,256
-22,534
58
$651K 0.06%
10,155
+1,361
59
$637K 0.06%
6,803
+1,007
60
$635K 0.06%
29,055
+3,463
61
$615K 0.06%
24,172
-58
62
$542K 0.05%
1,387
+118
63
$483K 0.05%
1,034
+444
64
$463K 0.05%
2,732
-22
65
$426K 0.04%
2,320
-204
66
$397K 0.04%
+5,505
67
$381K 0.04%
21,820
+11,543
68
$367K 0.04%
+2,464
69
$360K 0.04%
662
+130
70
$355K 0.03%
+2,519
71
$337K 0.03%
2,045
72
$298K 0.03%
6,275
+396
73
$255K 0.03%
13,346
+821
74
$215K 0.02%
+5,524
75
$214K 0.02%
+3,061
1 2
3
4