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
$579M
AUM Growth
+$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$102M
2
+$26.4M
3
+$20.7M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$14.5M
5
ROM icon
ProShares Ultra Technology
ROM
+$9.69M

Top Sells

1
+$2.95M
2
+$1.08M
3
+$832K
4
AAPL icon
Apple
AAPL
+$599K
5
JNJ icon
Johnson & Johnson
JNJ
+$421K

Sector Composition

1 Technology 1.81%
2 Healthcare 0.75%
3 Consumer Staples 0.62%
4 Communication Services 0.58%
5 Consumer Discretionary 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$147M 25.48%
3,745,825
+73,710
2
$137M 23.74%
1,496,320
+1,109,572
3
$125M 21.6%
3,561,220
+4,789
4
$35.3M 6.11%
354,740
+2,872
5
$26.7M 4.61%
538,555
+532,357
6
$21M 3.63%
84,177
+82,999
7
$14.5M 2.5%
+288,220
8
$9.69M 1.67%
+278,597
9
$6.85M 1.18%
14,911
-126
10
$6.77M 1.17%
37,929
-41
11
$6.6M 1.14%
103,320
+750
12
$3.27M 0.57%
11,349
+9,403
13
$3.17M 0.55%
+58,103
14
$2.85M 0.49%
38,551
-3,473
15
$2.55M 0.44%
+39,770
16
$2.44M 0.42%
+6,124
17
$2.42M 0.42%
+10,016
18
$1.73M 0.3%
62,330
+1,490
19
$1.7M 0.29%
16,422
+12,532
20
$1.65M 0.28%
9,029
+6,894
21
$1.59M 0.27%
4,616
-2,423
22
$1.53M 0.26%
+14,830
23
$1.5M 0.26%
610
24
$1.36M 0.23%
+30,113
25
$1.3M 0.22%
+10,777
1
2 3