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
251
$23K 0.02%
1,370
252
$22K 0.02%
456
253
$22K 0.02%
1,602
254
$21K 0.02%
392
255
$21K 0.02%
1,500
256
$20K 0.01%
252
-50
257
$20K 0.01%
300
258
$20K 0.01%
1,822
259
$20K 0.01%
150
260
$20K 0.01%
500
261
$20K 0.01%
203
262
$19K 0.01%
100
-2,575
263
$19K 0.01%
267
264
$19K 0.01%
235
265
$19K 0.01%
688
266
$19K 0.01%
608
267
$19K 0.01%
667
268
$18K 0.01%
1,700
269
$18K 0.01%
133
270
$18K 0.01%
200
271
$18K 0.01%
203
272
$17K 0.01%
280
273
$17K 0.01%
350
274
$17K 0.01%
+400
275
$17K 0.01%
334
9 10
11
12 13