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
176
$1.17M 0.03%
7,850
-178
177
$1.16M 0.03%
11,116
-359
178
$1.15M 0.03%
20,390
-3,190
179
$1.15M 0.03%
2,309
-352
180
$1.15M 0.03%
26,085
-3,997
181
$1.14M 0.03%
18,630
-1,319
182
$1.12M 0.03%
4,815
-738
183
$1.12M 0.03%
8,438
-1,247
184
$1.11M 0.03%
28,700
-4,402
185
$1.1M 0.03%
64,278
+4,479
186
$1.1M 0.03%
3,708
-554
187
$1.07M 0.03%
9,153
-1,091
188
$1.07M 0.03%
1,952
-290
189
$1.06M 0.03%
8,316
-1,273
190
$1.03M 0.03%
14,577
-2,232
191
$1.03M 0.03%
10,414
-1,065
192
$996K 0.03%
13,597
+1,519
193
$985K 0.02%
2,987
-369
194
$981K 0.02%
6,137
-342
195
$971K 0.02%
14,334
+488
196
$959K 0.02%
9,095
197
$954K 0.02%
5,021
-769
198
$936K 0.02%
13,819
-2,101
199
$933K 0.02%
6,453
-995
200
$928K 0.02%
8,836
-560
6 7
8
9 10