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
$204M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$287K
3
+$260K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$210K
5
FRC
First Republic Bank
FRC
+$196K

Top Sells

1
+$403K
2
+$308K
3
+$246K
4
PEP icon
PepsiCo
PEP
+$109K
5
MRK icon
Merck
MRK
+$106K

Sector Composition

1 Healthcare 19.66%
2 Technology 13.28%
3 Financials 13.07%
4 Consumer Discretionary 8.02%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44K 0.02%
1,280
227
$42K 0.02%
3,481
-625
228
$42K 0.02%
2,500
229
$41K 0.02%
588
230
$41K 0.02%
600
-100
231
$40K 0.02%
300
232
$39K 0.02%
1,250
233
$39K 0.02%
1,000
234
$36K 0.02%
227
235
$36K 0.02%
100
236
$36K 0.02%
500
237
$36K 0.02%
1,200
238
$35K 0.02%
333
239
$35K 0.02%
3,035
240
$35K 0.02%
3,000
241
$34K 0.02%
2,500
242
$34K 0.02%
507
243
$31K 0.02%
27,800
244
$31K 0.02%
1,000
245
$31K 0.02%
400
246
$31K 0.02%
150
247
$30K 0.01%
765
248
$30K 0.01%
1,822
249
$30K 0.01%
353
250
$29K 0.01%
608
8 9
10
11 12