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
$502M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$1.67M
3
+$1.61M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.31M
5
TSLA icon
Tesla
TSLA
+$1.06M

Top Sells

1
+$16.8M
2
+$9.08M
3
+$1.59M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.23M
5
NFLX icon
Netflix
NFLX
+$957K

Sector Composition

1 Technology 1.43%
2 Consumer Discretionary 0.89%
3 Consumer Staples 0.44%
4 Communication Services 0.41%
5 Financials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$117M 23.26%
1,389,303
-18,885
2
$104M 20.76%
2,517,588
+9,240
3
$82.9M 16.52%
2,494,315
+50,152
4
$45.5M 9.07%
785,364
-289,940
5
$35.8M 7.13%
505,780
+22,792
6
$29.2M 5.82%
247,466
+11,101
7
$22.6M 4.5%
625,492
-251,836
8
$6.58M 1.31%
32,950
-250
9
$6.23M 1.24%
161,881
+132,603
10
$5.35M 1.07%
12,552
+480
11
$5.17M 1.03%
80,380
+5,056
12
$3.56M 0.71%
163,936
+46,428
13
$2.65M 0.53%
47,967
+13,842
14
$2.02M 0.4%
16,869
-46
15
$1.99M 0.4%
21,744
+3,873
16
$1.95M 0.39%
14,204
-4,358
17
$1.72M 0.34%
17,537
-1,987
18
$1.59M 0.32%
6,174
+4,134
19
$1.43M 0.28%
6,997
-138
20
$1.42M 0.28%
107,480
+73,800
21
$1.41M 0.28%
16,048
+3,929
22
$1.3M 0.26%
25,033
+7,222
23
$1.29M 0.26%
71,470
+23,140
24
$1.29M 0.26%
51,409
+13,257
25
$1.13M 0.23%
20,849
-2,233
1
2 3