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
$281M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,043
New
Increased
Reduced
Closed

Top Buys

1 +$1.42M
2 +$445K
3 +$366K
4
VSTS icon
Vestis
VSTS
+$332K
5
UTG icon
Reaves Utility Income Fund
UTG
+$332K

Top Sells

1 +$629K
2 +$412K
3 +$405K
4
MTG icon
MGIC Investment
MTG
+$383K
5
HD icon
Home Depot
HD
+$191K

Sector Composition

1 Healthcare 17.7%
2 Financials 14.85%
3 Technology 12.94%
4 Consumer Discretionary 6.88%
5 Industrials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DSL
251
DoubleLine Income Solutions Fund
DSL
$1.29B
$58.8K 0.02%
4,800
AIG icon
252
American International
AIG
$41B
$57.2K 0.02%
845
+500
SON icon
253
Sonoco
SON
$4.04B
$55.9K 0.02%
+1,000
VKQ icon
254
Invesco Municipal Trust
VKQ
$533M
$55K 0.02%
5,770
XLU icon
255
State Street Utilities Select Sector SPDR ETF
XLU
$10.6B
$53.8K 0.02%
850
APA icon
256
APA Corp
APA
$9.36B
$53.8K 0.02%
1,500
SHEL icon
257
Shell
SHEL
$208B
$52.6K 0.02%
800
NUE icon
258
Nucor
NUE
$36.5B
$52.2K 0.02%
300
USB icon
259
US Bancorp
USB
$80B
$51.9K 0.02%
1,200
AMAT icon
260
Applied Materials
AMAT
$214B
$51.9K 0.02%
320
+120
BTO
261
John Hancock Financial Opportunities Fund
BTO
$699M
$51.5K 0.02%
1,713
LULU icon
262
lululemon athletica
LULU
$21.4B
$51.1K 0.02%
100
CTRA icon
263
Coterra Energy
CTRA
$20.3B
$51K 0.02%
2,000
LPG icon
264
Dorian LPG
LPG
$1.07B
$50.5K 0.02%
1,150
XLE icon
265
State Street Energy Select Sector SPDR ETF
XLE
$13.7B
$50.3K 0.02%
600
PLTR icon
266
Palantir
PLTR
$431B
$49.5K 0.02%
2,883
+1,150
LAND
267
Gladstone Land Corp
LAND
$338M
$49.1K 0.02%
3,400
GUT
268
Gabelli Utility Trust
GUT
$537M
$48.6K 0.02%
9,201
+1,744
BML.PRL
269
Bank of America Depository Shares Series 5
BML.PRL
$307M
$48.5K 0.02%
2,250
EMR icon
270
Emerson Electric
EMR
$76.3B
$47.7K 0.02%
490
LYB icon
271
LyondellBasell Industries
LYB
$13.6B
$47.5K 0.02%
500
VWO icon
272
Vanguard FTSE Emerging Markets ETF
VWO
$105B
$46.9K 0.02%
+1,140
CHE icon
273
Chemed
CHE
$5.83B
$46.8K 0.02%
80
CI icon
274
Cigna
CI
$70.3B
$46.7K 0.02%
156
DHR icon
275
Danaher
DHR
$159B
$46.3K 0.02%
200
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