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
$437M
AUM Growth
+$81.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$5.25M
3
+$2.84M
4
ROM icon
ProShares Ultra Technology
ROM
+$2.64M
5
LGH icon
HCM Defender 500 Index ETF
LGH
+$2.63M

Top Sells

1
+$522K
2
+$245K
3
+$207K
4
INTC icon
Intel
INTC
+$125K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$120K

Sector Composition

1 Technology 1.24%
2 Communication Services 0.62%
3 Healthcare 0.53%
4 Consumer Discretionary 0.33%
5 Consumer Staples 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$97.1M 22.22%
1,408,188
+16,553
2
$87.8M 20.1%
2,508,348
+81,113
3
$70M 16.03%
2,444,163
+91,658
4
$49.3M 11.28%
1,075,304
+114,664
5
$30.2M 6.91%
482,988
+366,088
6
$27.9M 6.39%
236,365
+16,488
7
$25M 5.71%
877,328
+92,848
8
$4.97M 1.14%
33,200
+1,159
9
$4.35M 1%
75,324
+6,048
10
$4.09M 0.94%
12,072
+1,073
11
$2.51M 0.58%
117,508
+51,477
12
$1.86M 0.43%
34,125
+14,647
13
$1.83M 0.42%
16,915
+993
14
$1.83M 0.42%
19,524
+3,205
15
$1.64M 0.38%
18,562
+10,098
16
$1.64M 0.37%
17,871
+2,091
17
$1.32M 0.3%
7,135
+369
18
$1.26M 0.29%
23,082
+3,613
19
$1.23M 0.28%
+7,561
20
$1.14M 0.26%
7,240
+340
21
$1.08M 0.25%
2,159
+138
22
$1.07M 0.24%
12,119
+1,471
23
$1.07M 0.24%
+29,278
24
$1.03M 0.24%
47,199
+7,600
25
$958K 0.22%
38,152
+746
1
2 3