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
76
$212K 0.02%
+10,000
77
$203K 0.02%
+5,804
78
$202K 0.02%
+2,266
79
$202K 0.02%
+4,683
80
$173K 0.02%
+17,660
81
$166K 0.02%
13,237
+204
82
$136K 0.01%
12,772
+457
83
$31.7K ﹤0.01%
14,165
84
– –
-3,275
85
– –
-132,383
86
– –
-35,205
87
– –
-9,056
88
– –
-5,285
89
– –
-397
1 2 3
4