HCM
Highlander Capital Management Portfolio holdings
AUM
$292M
1-Year Return
22.24%
This Quarter Return
+6.33%
1 Year Return
+22.24%
3 Year Return
+34.2%
5 Year Return
+97.68%
10 Year Return
+157.61%
AUM
$216M
AUM Growth
+$11.5M
(+5.6%)
Cap. Flow
-$24.1M
Cap. Flow
% of AUM
-11.15%
Top 10 Holdings %
Top 10 Hldgs %
33.33%
Holding
725
New
20
Increased
70
Reduced
42
Closed
43
Top Buys
| 1 |
Chubb
CB
|
+$554K |
| 2 |
VLYPP
Valley National Bancorp 6.25% Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series A
VLYPP
|
+$306K |
| 3 |
AutoZone
AZO
|
+$274K |
| 4 |
Warner Bros
WBD
|
+$239K |
| 5 |
JPMorgan Chase
JPM
|
+$145K |
Top Sells
| 1 |
VanEck Semiconductor ETF
SMH
|
+$383K |
| 2 |
NVIDIA
NVDA
|
+$296K |
| 3 |
Zoetis
ZTS
|
+$285K |
| 4 |
GE Aerospace
GE
|
+$207K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$206K |
Sector Composition
| 1 | Healthcare | 19.09% |
| 2 | Technology | 14.23% |
| 3 | Financials | 13.48% |
| 4 | Consumer Discretionary | 8.22% |
| 5 | Consumer Staples | 7.48% |
