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
$139M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$705K
3
+$417K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$366K
5
META icon
Meta Platforms (Facebook)
META
+$342K

Top Sells

1
+$823K
2
+$571K
3
+$489K
4
DVA icon
DaVita
DVA
+$312K
5
KHC icon
Kraft Heinz
KHC
+$243K

Sector Composition

1 Healthcare 20.76%
2 Financials 12.02%
3 Technology 11.87%
4 Consumer Staples 7.74%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29K 0.02%
588
-2,650
227
$28K 0.02%
550
+50
228
$28K 0.02%
200
229
$28K 0.02%
1,155
230
$28K 0.02%
2,014
231
$28K 0.02%
425
232
$27K 0.02%
800
233
$27K 0.02%
3,532
234
$27K 0.02%
1,313
235
$27K 0.02%
175
236
$27K 0.02%
4,336
+909
237
$26K 0.02%
1,800
-300
238
$25K 0.02%
250
239
$25K 0.02%
1,644
+188
240
$25K 0.02%
1,400
241
$24K 0.02%
2,250
-105
242
$24K 0.02%
416
243
$24K 0.02%
50
244
$24K 0.02%
+1,000
245
$23K 0.02%
5,000
246
$23K 0.02%
1,212
247
$23K 0.02%
150
248
$23K 0.02%
500
249
$23K 0.02%
300
250
$23K 0.02%
1,375
8 9
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