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
251
$29K 0.01%
2,400
-600
252
$28K 0.01%
280
253
$27K 0.01%
1,700
254
$27K 0.01%
438
255
$27K 0.01%
1,400
256
$26K 0.01%
203
257
$25K 0.01%
300
258
$24K 0.01%
252
259
$24K 0.01%
456
260
$24K 0.01%
2,000
261
$23K 0.01%
2,250
262
$23K 0.01%
400
-1,200
263
$23K 0.01%
200
264
$23K 0.01%
300
265
$23K 0.01%
153
266
$22K 0.01%
200
267
$22K 0.01%
800
268
$22K 0.01%
600
269
$22K 0.01%
350
270
$21K 0.01%
4,000
271
$21K 0.01%
1,124
272
$20K 0.01%
300
273
$20K 0.01%
750
274
$20K 0.01%
450
275
$20K 0.01%
453
+153
9 10
11
12 13