HCM

Highlander Capital Management Portfolio holdings

AUM $292M
1-Year Est. Return 22.24%
This Quarter Est. Return
1 Year Est. Return
+22.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$292M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1
+$871K
2
+$656K
3
+$639K
4
UMH
UMH Properties
UMH
+$374K
5
UPS icon
United Parcel Service
UPS
+$342K

Top Sells

1
+$536K
2
+$418K
3
+$347K
4
AZO icon
AutoZone
AZO
+$284K
5
STZ icon
Constellation Brands
STZ
+$266K

Sector Composition

1 Healthcare 18.04%
2 Financials 15.11%
3 Technology 12.33%
4 Consumer Discretionary 7.07%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.82T
$14.1M 4.81%
33,443
-78
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.06T
$13.1M 4.48%
31,125
-825
UNH icon
3
UnitedHealth
UNH
$323B
$12.8M 4.37%
25,840
AAPL icon
4
Apple
AAPL
$3.74T
$11M 3.77%
64,179
-3,125
SYK icon
5
Stryker
SYK
$143B
$9.82M 3.36%
27,435
AMGN icon
6
Amgen
AMGN
$161B
$6.63M 2.27%
23,315
CNX icon
7
CNX Resources
CNX
$4.52B
$6.02M 2.06%
253,900
-3,000
HD icon
8
Home Depot
HD
$390B
$5.68M 1.94%
14,800
-100
PH icon
9
Parker-Hannifin
PH
$92.8B
$5.01M 1.71%
9,010
-60
GOOG icon
10
Alphabet (Google) Class C
GOOG
$3.07T
$4.65M 1.59%
30,540
-600
JPM icon
11
JPMorgan Chase
JPM
$810B
$4.54M 1.55%
22,687
-100
COST icon
12
Costco
COST
$415B
$4.51M 1.54%
6,162
-25
INGR icon
13
Ingredion
INGR
$7.79B
$3.92M 1.34%
33,575
-897
BK icon
14
Bank of New York Mellon
BK
$74.7B
$3.91M 1.34%
67,881
-2,093
DIS icon
15
Walt Disney
DIS
$199B
$3.65M 1.25%
29,858
+215
ISRG icon
16
Intuitive Surgical
ISRG
$160B
$3.62M 1.24%
9,075
NVO icon
17
Novo Nordisk
NVO
$242B
$3.22M 1.1%
25,100
AMZN icon
18
Amazon
AMZN
$2.27T
$3.22M 1.1%
17,830
-1,210
CVS icon
19
CVS Health
CVS
$105B
$3.14M 1.07%
39,350
-250
CSCO icon
20
Cisco
CSCO
$277B
$3.07M 1.05%
61,424
-700
BLDR icon
21
Builders FirstSource
BLDR
$13.5B
$3.05M 1.04%
14,628
-356
CVX icon
22
Chevron
CVX
$308B
$2.93M 1%
18,600
+5,524
JNJ icon
23
Johnson & Johnson
JNJ
$465B
$2.66M 0.91%
16,819
-275
GPK icon
24
Graphic Packaging
GPK
$5.09B
$2.52M 0.86%
86,230
-993
NOBL icon
25
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$2.33M 0.8%
22,993
+362
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