HCM
Howard Capital Management Portfolio holdings
AUM
$6.68B
This Quarter Return
-8.21%
1 Year Return
+21.2%
3 Year Return
+75.15%
5 Year Return
+127.24%
10 Year Return
–
AUM
$236M
AUM Growth
+$236M
(-19%)
Cap. Flow
-$34M
Cap. Flow
% of AUM
-14.42%
Top 10 Holdings %
Top 10 Hldgs %
97.1%
Holding
50
New
12
Increased
6
Reduced
4
Closed
26
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$77.3M |
| 2 |
HCM Defender 500 Index ETF
LGH
|
$10.3M |
| 3 |
HCM Defender 100 Index ETF
QQH
|
$9.32M |
| 4 |
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
|
$7.42M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.06M |
Top Sells
| 1 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$66.9M |
| 2 |
ProShares Ultra QQQ
QLD
|
$29.1M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$25.3M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$4.58M |
| 5 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$3.78M |
Sector Composition
| 1 | Energy | 0.59% |
| 2 | Consumer Staples | 0.38% |
| 3 | Technology | 0.33% |
| 4 | Financials | 0.09% |
| 5 | Communication Services | 0.09% |
