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
$7.57B
AUM Growth
+$886M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
433
New
Increased
Reduced
Closed

Top Buys

1
+$59.4M
2
+$48.7M
3
+$29.7M
4
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$21.2M
5
LGH icon
HCM Defender 500 Index ETF
LGH
+$12.2M

Top Sells

1
+$40.2M
2
+$24.9M
3
+$23.5M
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$22.4M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x ETF
SPXL
+$15.1M

Sector Composition

1 Technology 7.94%
2 Communication Services 2.7%
3 Consumer Discretionary 2.34%
4 Financials 1.14%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXC icon
176
Exelon
EXC
$51B
$1.7M 0.02%
37,775
+8,417
MCD icon
177
McDonald's
MCD
$232B
$1.68M 0.02%
5,525
+72
SHEL icon
178
Shell
SHEL
$252B
$1.64M 0.02%
22,959
+3,557
MAR icon
179
Marriott International
MAR
$83.2B
$1.62M 0.02%
6,203
-6
FTNT icon
180
Fortinet
FTNT
$61.7B
$1.6M 0.02%
19,002
-67
FAST icon
181
Fastenal
FAST
$52.2B
$1.58M 0.02%
32,236
-32
ALB icon
182
Albemarle
ALB
$18.6B
$1.57M 0.02%
19,313
PULS icon
183
PGIM Ultra Short Bond ETF
PULS
$14.3B
$1.54M 0.02%
30,905
-394
TMO icon
184
Thermo Fisher Scientific
TMO
$173B
$1.49M 0.02%
3,075
+96
UBER icon
185
Uber
UBER
$151B
$1.48M 0.02%
15,086
+480
MS icon
186
Morgan Stanley
MS
$246B
$1.45M 0.02%
9,114
-1,314
NEE icon
187
NextEra Energy
NEE
$193B
$1.44M 0.02%
19,047
+3,098
ROP icon
188
Roper Technologies
ROP
$36.1B
$1.43M 0.02%
2,868
-12
ABNB icon
189
Airbnb
ABNB
$75.7B
$1.43M 0.02%
11,754
-42
NOW icon
190
ServiceNow
NOW
$119B
$1.39M 0.02%
7,565
+240
DIS icon
191
Walt Disney
DIS
$176B
$1.37M 0.02%
12,002
+378
WDAY icon
192
Workday
WDAY
$35B
$1.37M 0.02%
5,698
-16
ROST icon
193
Ross Stores
ROST
$66.7B
$1.37M 0.02%
8,965
-12
XEL icon
194
Xcel Energy
XEL
$51.1B
$1.36M 0.02%
16,917
-32
BLK icon
195
Blackrock
BLK
$144B
$1.35M 0.02%
1,162
+18
COP icon
196
ConocoPhillips
COP
$149B
$1.35M 0.02%
14,276
+200
BKR icon
197
Baker Hughes
BKR
$53.6B
$1.33M 0.02%
27,304
-56
AXP icon
198
American Express
AXP
$206B
$1.31M 0.02%
3,929
+111
IDXX icon
199
Idexx Laboratories
IDXX
$45.7B
$1.3M 0.02%
2,029
-6
XLC icon
200
State Street Communication Services Select Sector SPDR ETF
XLC
$25.3B
$1.29M 0.02%
10,921
-1,318
6 7
8
9 10