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
126
$2.9M 0.04%
+13,853
127
$2.89M 0.04%
20,206
+395
128
$2.86M 0.04%
17,936
+3,754
129
$2.85M 0.04%
112,381
+1,522
130
$2.85M 0.04%
270,558
+7,212
131
$2.78M 0.04%
18,203
+1,693
132
$2.76M 0.04%
245,913
133
$2.75M 0.04%
7,514
+1,421
134
$2.74M 0.04%
122,487
+9,324
135
$2.68M 0.04%
20,657
+31
136
$2.63M 0.04%
32,797
+505
137
$2.59M 0.04%
34,701
+325
138
$2.55M 0.04%
76,278
-10,480
139
$2.53M 0.04%
968
+115
140
$2.51M 0.04%
37,031
+3,180
141
$2.5M 0.04%
11,423
+2,745
142
$2.44M 0.04%
7,572
-963
143
$2.4M 0.04%
647
+8
144
$2.37M 0.04%
7,703
+1,162
145
$2.27M 0.03%
7,284
+418
146
$2.26M 0.03%
42,840
-7,008
147
$2.23M 0.03%
47,192
+5,832
148
$2.16M 0.03%
4,210
+677
149
$2.12M 0.03%
9,533
+1,069
150
$2.11M 0.03%
29,610
+6,798
4 5
6
7 8