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
276
$20K 0.01%
1,796
277
$19K 0.01%
75
278
$19K 0.01%
600
-28
279
$19K 0.01%
200
280
$18K 0.01%
721
281
$18K 0.01%
250
282
$18K 0.01%
884
283
$17K 0.01%
+1,269
284
$17K 0.01%
325
285
$17K 0.01%
75
286
$17K 0.01%
516
-2,292
287
$16K 0.01%
250
288
$16K 0.01%
750
289
$16K 0.01%
650
290
$16K 0.01%
800
291
$16K 0.01%
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292
$15K 0.01%
290
293
$15K 0.01%
150
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294
$15K 0.01%
267
295
$15K 0.01%
700
296
$15K 0.01%
400
297
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220
298
$15K 0.01%
280
299
$15K 0.01%
200
300
$15K 0.01%
2,600
10 11
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