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
$915M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$4.89M
3
+$3.51M
4
JEPQ icon
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
+$2.89M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$2.47M

Top Sells

1
+$2.03M
2
+$1.97M
3
+$1.8M
4
XOM icon
Exxon Mobil
XOM
+$1.68M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.63M

Sector Composition

1 Technology 3.24%
2 Consumer Discretionary 1.7%
3 Industrials 0.75%
4 Communication Services 0.65%
5 Energy 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$211M 23.03%
3,840,885
+89,148
2
$175M 19.08%
3,753,098
+75,407
3
$159M 17.33%
5,128,110
+239,760
4
$136M 14.82%
1,478,011
-17,721
5
$37.7M 4.12%
385,025
-1,338
6
$21.7M 2.37%
353,067
+7,687
7
$10.4M 1.14%
30,327
+1,424
8
$9.67M 1.06%
72,990
+4,900
9
$9.4M 1.03%
173,300
+53,307
10
$9.14M 1%
16,426
+216
11
$9.11M 1%
107,895
+1,215
12
$8.62M 0.94%
171,328
-22,494
13
$8.55M 0.93%
40,645
+955
14
$7.66M 0.84%
132,383
+15,381
15
$7.17M 0.78%
81,975
-2,223
16
$6.92M 0.76%
38,367
+7,238
17
$5.56M 0.61%
7,954
+428
18
$5.53M 0.6%
61,200
-1,550
19
$5.39M 0.59%
12,802
+5
20
$5.38M 0.59%
35,651
+1,536
21
$3.75M 0.41%
13,078
+872
22
$3.48M 0.38%
194,230
+24,570
23
$2.99M 0.33%
17,392
+1,084
24
$2.94M 0.32%
23,695
+1,852
25
$2.85M 0.31%
32,887
+1,249
1
2 3 4