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
76
$40.7K ﹤0.01%
14,165
77
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78
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-45,026
79
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-2,909
80
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81
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-1,235
82
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-6,080
83
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-5,612
84
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-3,398
85
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-36,354
86
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-1,607
1 2 3
4