HCM

Howard Capital Management Portfolio holdings

AUM $7.72B
1-Year Est. Return 27.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$436M
AUM Growth
-$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$18.5M
3
+$11M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.47M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.39M

Top Sells

1
+$143M
2
+$73.6M
3
+$39.1M
4
USD icon
ProShares Ultra Semiconductors
USD
+$29M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$17.6M

Sector Composition

1 Technology 0.83%
2 Consumer Discretionary 0.83%
3 Financials 0.65%
4 Consumer Staples 0.4%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,542
77
– –
-3,448
78
– –
-237,018
79
– –
-2,105,352
80
– –
-122,986
1 2 3
4