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
151
$2.09M 0.03%
136,795
152
$2.07M 0.03%
11,279
+1,721
153
$2.06M 0.03%
25,768
+2,928
154
$2.04M 0.03%
9,161
+801
155
$2.02M 0.03%
19,069
+1,992
156
$1.97M 0.03%
24,691
+9,779
157
$1.96M 0.03%
25,309
+4,729
158
$1.93M 0.03%
23,275
+5,290
159
$1.92M 0.03%
7,451
+1,351
160
$1.89M 0.03%
6,425
+1,146
161
$1.78M 0.03%
5,766
+597
162
$1.77M 0.03%
18,666
+2,779
163
$1.76M 0.03%
12,973
+2,625
164
$1.73M 0.03%
178,927
165
$1.73M 0.03%
94,363
+3,736
166
$1.72M 0.03%
52,672
+2,492
167
$1.7M 0.03%
6,209
-111
168
$1.66M 0.02%
6,789
-1,091
169
$1.63M 0.02%
2,880
+334
170
$1.62M 0.02%
+8,379
171
$1.61M 0.02%
2,276
+324
172
$1.61M 0.02%
3,067
+358
173
$1.59M 0.02%
5,453
+1,188
174
$1.56M 0.02%
11,796
+1,141
175
$1.56M 0.02%
31,299
+6,376
5 6
7
8 9