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
$810M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$2.93M
3
+$2.16M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$1.76M
5
QLD icon
ProShares Ultra QQQ
QLD
+$1.51M

Top Sells

1
+$19.9M
2
+$9.27M
3
+$8.68M
4
QQH icon
HCM Defender 100 Index ETF
QQH
+$8.48M
5
LGH icon
HCM Defender 500 Index ETF
LGH
+$5.65M

Sector Composition

1 Technology 1.36%
2 Consumer Discretionary 0.72%
3 Communication Services 0.32%
4 Financials 0.3%
5 Consumer Staples 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$182M 22.52%
2,998,844
-139,343
2
$157M 19.32%
3,115,330
-112,531
3
$143M 17.64%
1,515,069
-92,009
4
$73.6M 9.09%
321,663
-40,491
5
$44.4M 5.48%
340,768
+8,352
6
$39.1M 4.82%
470,382
+35,250
7
$29M 3.58%
+1,052,676
8
$22.6M 2.79%
244,026
+16,308
9
$17.6M 2.17%
237,018
+23,736
10
$8.35M 1.03%
88,940
-3,367
11
$8.25M 1.02%
33,253
-934
12
$7.73M 0.95%
13,246
-485
13
$5.27M 0.65%
254,988
+11,124
14
$4.84M 0.6%
122,986
+9,011
15
$4.83M 0.6%
48,522
+3,010
16
$3.21M 0.4%
108,750
+32,130
17
$3.1M 0.38%
35,494
+2,292
18
$3.09M 0.38%
38,246
+678
19
$3.07M 0.38%
34,726
+5,231
20
$3.04M 0.38%
41,828
+3,948
21
$2.98M 0.37%
61,181
+8
22
$2.84M 0.35%
133,679
+4,070
23
$2.47M 0.3%
83,322
+1,755
24
$2.39M 0.3%
16,795
+15,157
25
$2.28M 0.28%
50,330
-1,046
1
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