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
$6.68B
AUM Growth
+$2.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
419
New
Increased
Reduced
Closed

Top Buys

1
+$752M
2
+$682M
3
+$370M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$293M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$109M

Top Sells

1
+$126M
2
+$33.8M
3
+$25.5M
4
MSFT icon
Microsoft
MSFT
+$11M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$9.14M

Sector Composition

1 Technology 7.77%
2 Communication Services 2.68%
3 Consumer Discretionary 2.18%
4 Financials 1.21%
5 Consumer Staples 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.14M 0.08%
104,412
-1,051
77
$5.08M 0.08%
80,838
+38,621
78
$4.96M 0.07%
197,439
+98,139
79
$4.92M 0.07%
143,272
80
$4.83M 0.07%
45,735
+3,175
81
$4.82M 0.07%
12,458
+120
82
$4.82M 0.07%
24,836
-1,835
83
$4.65M 0.07%
50,572
-437
84
$4.63M 0.07%
13,042
+292
85
$4.62M 0.07%
51,288
+29,238
86
$4.62M 0.07%
66,998
+776
87
$4.6M 0.07%
54,612
+545
88
$4.48M 0.07%
131,175
+424
89
$4.47M 0.07%
57,310
+118
90
$4.45M 0.07%
41,283
+345
91
$4.38M 0.07%
18,824
+1,934
92
$4.38M 0.07%
88,490
+1
93
$4.36M 0.07%
88,651
+287
94
$4.33M 0.06%
39,094
+5,702
95
$4.27M 0.06%
20,879
+4,665
96
$4.27M 0.06%
41,139
+26,193
97
$4.26M 0.06%
207,110
+5,132
98
$4.26M 0.06%
119,305
+735
99
$4.25M 0.06%
23,450
100
$4.21M 0.06%
52,380
-436
2 3
4
5 6