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
$741M
AUM Growth
+$996K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$4.46M
3
+$3.09M
4
LGH icon
HCM Defender 500 Index ETF
LGH
+$2.16M
5
AVGO icon
Broadcom
AVGO
+$1.82M

Top Sells

1
+$5.1M
2
+$4.27M
3
+$2.48M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$379K
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$254K

Sector Composition

1 Technology 3.29%
2 Communication Services 1.3%
3 Consumer Discretionary 1.15%
4 Healthcare 0.65%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$170M 22.98%
3,796,704
+99,513
2
$137M 18.45%
3,657,834
+57,706
3
$130M 17.48%
1,910,851
+45,576
4
$96.5M 13.02%
4,059,682
+851,768
5
$36.2M 4.88%
384,654
+8,350
6
$18.5M 2.49%
236,206
+10,810
7
$15M 2.02%
54,985
-466
8
$12M 1.62%
130,360
-46,543
9
$8.44M 1.14%
167,631
-101,437
10
$7.56M 1.02%
193,082
+15,691
11
$7.27M 0.98%
105,858
+2,565
12
$7.09M 0.96%
15,520
+412
13
$6.91M 0.93%
38,911
+1,123
14
$5.8M 0.78%
69,830
+21,930
15
$5.68M 0.77%
106,053
+10,317
16
$5.39M 0.73%
90,811
-1,208
17
$5.18M 0.7%
110,365
+12,316
18
$4.62M 0.62%
8,609
+306
19
$4.4M 0.59%
13,943
+373
20
$4.25M 0.57%
32,506
+13,728
21
$3.81M 0.51%
29,958
+12,479
22
$3.67M 0.5%
8,008
+523
23
$3.65M 0.49%
21,292
+3,570
24
$3.37M 0.45%
27,976
+14,636
25
$2.74M 0.37%
62,980
-180
1
2 3