HCM

Howard Capital Management Portfolio holdings

AUM $6.68B
This Quarter Return
+7.9%
1 Year Return
+21.2%
3 Year Return
+75.15%
5 Year Return
+127.24%
10 Year Return
–
AUM
$1.02B
AUM Growth
+$1.02B
Cap. Flow
+$40.8M
Cap. Flow %
4.01%
Top 10 Hldgs %
85.14%
Holding
89
New
13
Increased
51
Reduced
16
Closed
6

Top Buys

1
HCMT icon
Direxion HCM Tactical Enhanced US ETF
HCMT
$10.2M
2
NVDA icon
NVIDIA
NVDA
$4.53M
3
LGH icon
HCM Defender 500 Index ETF
LGH
$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
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
$7.66M
2
ORLY icon
O'Reilly Automotive
ORLY
$2.65M
3
TSLA icon
Tesla
TSLA
$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 Shares
Change % 		Capital Flow
HPE icon
76
Hewlett Packard
HPE
$29.9B
$212K 0.02%
+10,000
New +$212K
HPQ icon
77
HP
HPQ
$26.8B
$203K 0.02%
+5,804
New +$203K
AFL icon
78
Aflac
AFL
$57.1B
$202K 0.02%
+2,266
New +$202K
IP icon
79
International Paper
IP
$25.4B
$202K 0.02%
+4,683
New +$202K
AMCR icon
80
Amcor
AMCR
$19.2B
$173K 0.02%
+17,660
New +$173K
F icon
81
Ford
F
$46.2B
$166K 0.02%
13,237
+204
+2% +$2.56K
VTRS icon
82
Viatris
VTRS
$12.3B
$136K 0.01%
12,772
+457
+4% +$4.86K
TSHA icon
83
Taysha Gene Therapies
TSHA
$791M
$31.7K ﹤0.01%
14,165
– –
FBGX
84
DELISTED
UBS AG FI Enhanced Large Cap Growth ETN
FBGX
– –
-397
Closed -$335K
VST icon
85
Vistra
VST
$63.7B
– –
-5,285
Closed -$368K
TSLA icon
86
Tesla
TSLA
$1.08T
– –
-9,056
Closed -$1.59M
ORLY icon
87
O'Reilly Automotive
ORLY
$88.1B
– –
-2,347
Closed -$2.65M
JEPI icon
88
JPMorgan Equity Premium Income ETF
JEPI
$40.9B
– –
-132,383
Closed -$7.66M
C icon
89
Citigroup
C
$175B
– –
-3,275
Closed -$207K
1 2 3
4