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
$436M
AUM Growth
-$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$20.7M
2
+$18.4M
3
+$11M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$7.27M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.41M

Top Sells

1
+$143M
2
+$73.6M
3
+$39.1M
4
USD icon
ProShares Ultra Semiconductors
USD
+$29M
5
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$17.6M

Sector Composition

1 Technology 0.83%
2 Consumer Discretionary 0.83%
3 Financials 0.65%
4 Consumer Staples 0.4%
5 Communication Services 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$164M 37.59%
3,431,851
+433,007
2
$148M 33.99%
3,557,235
+441,905
3
$43.7M 10.04%
408,639
+67,871
4
$13.8M 3.17%
191,486
-52,540
5
$11.3M 2.59%
123,250
+120,372
6
$8.23M 1.89%
107,385
+18,445
7
$8.16M 1.87%
39,675
+6,422
8
$7.85M 1.8%
15,996
+2,750
9
$3.19M 0.73%
40,116
+5,390
10
$2.96M 0.68%
44,984
+3,156
11
$2.94M 0.67%
37,893
-353
12
$2.75M 0.63%
133,224
-455
13
$2.35M 0.54%
49,876
-454
14
$1.89M 0.43%
10,106
-609
15
$1.75M 0.4%
64,320
-44,430
16
$1.66M 0.38%
36,345
+4,680
17
$1.43M 0.33%
15,981
-4
18
$1.35M 0.31%
+13,501
19
$1.25M 0.29%
610
+10
20
$986K 0.23%
5,648
-1,625
21
$606K 0.14%
4,340
-6,320
22
$581K 0.13%
4,180
+120
23
$581K 0.13%
1,886
-933
24
$473K 0.11%
2,900
-1,020
25
$437K 0.1%
1,238
+93
1
2 3 4