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
$6.11B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$1.1B
2
+$938M
3
+$170M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$78.3M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$78M

Top Sells

1
+$864M
2
+$798M
3
+$407M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$318M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$310M

Sector Composition

1 Technology 5.92%
2 Communication Services 1.8%
3 Consumer Discretionary 1.52%
4 Industrials 0.97%
5 Financials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADM icon
101
Archer Daniels Midland
ADM
$38.5B
$3.02M 0.05%
41,568
-1,377
CVX icon
102
Chevron
CVX
$363B
$2.94M 0.05%
14,197
-7,472
CMCSA icon
103
Comcast
CMCSA
$88.8B
$2.76M 0.05%
96,128
-47,131
IBIT icon
104
iShares Bitcoin Trust
IBIT
$58.4B
$2.74M 0.04%
71,288
AAL icon
105
American Airlines Group
AAL
$9.68B
$2.64M 0.04%
245,913
SHY icon
106
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$2.57M 0.04%
31,156
+7,974
V icon
107
Visa
V
$621B
$2.54M 0.04%
8,405
-8,131
SPXL icon
108
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.73B
$2.54M 0.04%
13,739
-1,437,269
SHEL icon
109
Shell
SHEL
$234B
$2.48M 0.04%
26,671
+620
LEN icon
110
Lennar Class A
LEN
$22.1B
$2.44M 0.04%
28,133
-7,140
COP icon
111
ConocoPhillips
COP
$139B
$2.4M 0.04%
18,200
+8,071
GILD icon
112
Gilead Sciences
GILD
$167B
$2.35M 0.04%
16,852
-23,096
JNJ icon
113
Johnson & Johnson
JNJ
$542B
$2.35M 0.04%
9,598
-9,305
HPQ icon
114
HP
HPQ
$24.7B
$2.29M 0.04%
119,191
-41,928
HYZD icon
115
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$235M
$2.26M 0.04%
102,895
+7,980
INTC icon
116
Intel
INTC
$576B
$2.23M 0.04%
50,518
-70,148
BMY icon
117
Bristol-Myers Squibb
BMY
$117B
$2.22M 0.04%
36,586
+272
MOS icon
118
The Mosaic Company
MOS
$7.6B
$2.19M 0.04%
85,735
+5
EXC icon
119
Exelon
EXC
$46.7B
$2.18M 0.04%
44,525
-6,984
TXN icon
120
Texas Instruments
TXN
$278B
$2.15M 0.04%
11,100
-15,391
DOW icon
121
Dow Inc
DOW
$24.3B
$2.06M 0.03%
49,464
+3,502
EOG icon
122
EOG Resources
EOG
$71B
$2.04M 0.03%
14,115
+1,031
PULS icon
123
PGIM Ultra Short Bond ETF
PULS
$16.2B
$2M 0.03%
40,503
+9,919
ISRG icon
124
Intuitive Surgical
ISRG
$150B
$1.96M 0.03%
4,252
-5,799
HON icon
125
Honeywell
HON
$151B
$1.95M 0.03%
8,606
-11,099
3 4
5
6 7