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
$225M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$48.2M
2
+$29.7M
3
+$11.7M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$4.07M
5
SSO icon
ProShares Ultra S&P500
SSO
+$2.76M

Top Sells

1
+$39.8M
2
+$21.3M
3
+$10.5M
4
UWM icon
ProShares Ultra Russell2000
UWM
+$3.05M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$2.54M

Sector Composition

1 Technology 2.44%
2 Healthcare 0.78%
3 Consumer Staples 0.53%
4 Consumer Discretionary 0.37%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.2M 21.39%
+577,375
2
$29.7M 13.18%
+194,211
3
$27.1M 12.04%
1,047,896
+452,728
4
$24.4M 10.84%
126,187
-1,733
5
$20.3M 8.99%
441,076
+19,860
6
$18.5M 8.19%
51,496
+2,979
7
$18.4M 8.14%
117,991
+7,203
8
$15.6M 6.93%
140,598
+17,808
9
$4.07M 1.81%
+138,662
10
$2.8M 1.24%
81,070
-88,348
11
$2.76M 1.23%
+83,412
12
$1.2M 0.53%
+14,663
13
$779K 0.35%
9,410
-59
14
$765K 0.34%
+7,115
15
$738K 0.33%
5,785
-471
16
$591K 0.26%
28,050
-2,240
17
$583K 0.26%
4,161
-2,240
18
$576K 0.26%
4,123
-319
19
$572K 0.25%
11,686
-936
20
$565K 0.25%
6,135
-523
21
$535K 0.24%
1,733
-203
22
$522K 0.23%
17,400
-1,670
23
$517K 0.23%
3,096
-248
24
$514K 0.23%
+5,770
25
$511K 0.23%
6,721
-573
1
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