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
$3.98B
AUM Growth
-$2.46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$13.3M
3
+$4.56M
4
PLTR icon
Palantir
PLTR
+$2.69M
5
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.23M

Top Sells

1
+$651M
2
+$408M
3
+$358M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$193M
5
SSO icon
ProShares Ultra S&P500
SSO
+$172M

Sector Composition

1 Technology 9.47%
2 Communication Services 3.29%
3 Consumer Discretionary 2.81%
4 Financials 1.74%
5 Healthcare 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.57M 0.04%
3,523
+31
152
$1.55M 0.04%
15,887
-1,617
153
$1.55M 0.04%
33,569
-2,805
154
$1.54M 0.04%
10,998
-217
155
$1.52M 0.04%
9,558
-848
156
$1.52M 0.04%
3,533
-545
157
$1.51M 0.04%
6,320
-971
158
$1.5M 0.04%
2,546
-394
159
$1.49M 0.04%
17,985
+792
160
$1.48M 0.04%
12,546
-1,840
161
$1.48M 0.04%
50,180
-7,672
162
$1.39M 0.03%
19,313
163
$1.37M 0.03%
10,348
-1,253
164
$1.35M 0.03%
5,169
-792
165
$1.34M 0.03%
14,912
-2,281
166
$1.33M 0.03%
4,265
-638
167
$1.31M 0.03%
5,279
-778
168
$1.27M 0.03%
10,655
-1,528
169
$1.27M 0.03%
20,580
-3,152
170
$1.26M 0.03%
13,067
-291
171
$1.24M 0.03%
24,923
+557
172
$1.22M 0.03%
6,100
-905
173
$1.21M 0.03%
8,678
-1,335
174
$1.2M 0.03%
7,755
-1,189
175
$1.18M 0.03%
3,771
-580
5 6
7
8 9