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
$562M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$5.73M
3
+$3.65M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.49M
5
ROM icon
ProShares Ultra Technology
ROM
+$2.72M

Top Sells

1
+$6.23M
2
+$1.02M
3
+$841K
4
AAPL icon
Apple
AAPL
+$633K
5
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$341K

Sector Composition

1 Technology 1.31%
2 Consumer Discretionary 0.7%
3 Communication Services 0.46%
4 Consumer Staples 0.45%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$122M 21.76%
1,419,425
+30,122
2
$113M 20.05%
2,518,440
+852
3
$95.2M 16.95%
2,513,970
+19,655
4
$56.9M 10.14%
873,292
+87,928
5
$42.5M 7.56%
553,352
+47,572
6
$31.8M 5.67%
277,958
+30,492
7
$29.4M 5.23%
689,378
+63,886
8
$7.66M 1.36%
+238,197
9
$7.31M 1.3%
32,277
-673
10
$6.3M 1.12%
12,698
+146
11
$5.79M 1.03%
84,019
+3,639
12
$3.44M 0.61%
158,267
-5,669
13
$2.56M 0.46%
46,338
-1,629
14
$2.03M 0.36%
20,482
+2,945
15
$1.92M 0.34%
22,532
+6,484
16
$1.89M 0.34%
14,284
-2,585
17
$1.67M 0.3%
107,760
+280
18
$1.65M 0.29%
65,865
+14,456
19
$1.38M 0.25%
+12,024
20
$1.35M 0.24%
6,055
-942
21
$1.31M 0.23%
24,743
+3,894
22
$1.28M 0.23%
9,507
-4,697
23
$1.25M 0.22%
24,187
-846
24
$1.25M 0.22%
69,095
-2,375
25
$1.15M 0.21%
14,252
+2,674
1
2 3