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HCM

Howard Capital Management Portfolio holdings

AUM $6.11B
1-Year Est. Return 33.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.56%
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
+$6.9M
2
+$4.69M
3
+$3.28M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.78M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.46M

Top Sells

1
+$2.03M
2
+$1.97M
3
+$1.8M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.62M
5
XOM icon
Exxon Mobil
XOM
+$1.51M

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
– –
-3,398
78
– –
-702
79
– –
-36,354
80
– –
-45,026
81
– –
-1,607
82
– –
-1,235
83
– –
-6,080
84
– –
-5,612
85
– –
-2,909
86
– –
-473
1 2 3
4