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
$676M
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$54.6M
2
+$27.8M
3
+$27.5M
4
LGH icon
HCM Defender 500 Index ETF
LGH
+$26.5M
5
BIB icon
ProShares Ultra NASDAQ Biotechnology
BIB
+$19.9M

Top Sells

1
+$52M
2
+$26.6M
3
+$24.4M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$20.8M
5
SSO icon
ProShares Ultra S&P500
SSO
+$12M

Sector Composition

1 Technology 1.15%
2 Consumer Discretionary 0.74%
3 Communication Services 0.24%
4 Financials 0.22%
5 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$155M 22.89%
3,138,187
+563,363
2
$138M 20.44%
1,607,078
+102,486
3
$131M 19.4%
3,227,861
+653,579
4
$54.6M 8.09%
+362,154
5
$38.2M 5.65%
332,416
+31,182
6
$27.5M 4.08%
+435,132
7
$19.9M 2.95%
+209,901
8
$16.9M 2.5%
227,718
-701,120
9
$12.4M 1.83%
+213,282
10
$7.53M 1.12%
34,187
+1,570
11
$6.93M 1.03%
92,307
+4,924
12
$6.68M 0.99%
13,731
+813
13
$5.01M 0.74%
243,864
+33,992
14
$4.52M 0.67%
45,512
+9,231
15
$4.28M 0.63%
+113,975
16
$2.95M 0.44%
+61,173
17
$2.9M 0.43%
+33,202
18
$2.77M 0.41%
37,568
+33,000
19
$2.73M 0.4%
+129,609
20
$2.52M 0.37%
29,495
+4,029
21
$2.4M 0.35%
+81,567
22
$2.29M 0.34%
37,880
-197,814
23
$2.18M 0.32%
+51,376
24
$1.91M 0.28%
+4,846
25
$1.78M 0.26%
+85,684
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