HCM

Howard Capital Management Portfolio holdings

AUM $6.68B
1-Year Est. Return 21.2%
This Quarter Est. Return
1 Year Est. Return
+21.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
+$130M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$39.8M
2
+$21.3M
3
+$10.5M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$8.36M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.66M

Top Sells

1
+$4.72M
2
+$275K
3
+$263K
4
IYM icon
iShares US Basic Materials ETF
IYM
+$263K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$213K

Sector Composition

1 Technology 2.91%
2 Healthcare 0.94%
3 Consumer Discretionary 0.44%
4 Communication Services 0.36%
5 Financials 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.8M 19.89%
+323,268
2
$23.7M 11.86%
127,920
+45,112
3
$21.3M 10.64%
+548,080
4
$18.4M 9.21%
421,216
+152,464
5
$17.4M 8.73%
110,788
+38,037
6
$17.2M 8.61%
48,517
+14,973
7
$14.2M 7.1%
595,168
+112,500
8
$13.3M 6.66%
122,790
+31,790
9
$10.5M 5.24%
+406,192
10
$6.02M 3.01%
+169,418
11
$2.54M 1.27%
+25,344
12
$2.38M 1.19%
13,759
+5,784
13
$823K 0.41%
+6,256
14
$769K 0.38%
+6,401
15
$766K 0.38%
+9,469
16
$628K 0.31%
+6,658
17
$595K 0.3%
+12,622
18
$586K 0.29%
+19,070
19
$585K 0.29%
+10,502
20
$578K 0.29%
+30,290
21
$548K 0.27%
+4,442
22
$536K 0.27%
+3,344
23
$530K 0.27%
+10,724
24
$526K 0.26%
+1,936
25
$504K 0.25%
+10,392
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