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
QYLD icon
276
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.03B
$46K 0.02%
2,650
XBI icon
277
State Street SPDR S&P Biotech ETF
XBI
$7.71B
$44.6K 0.02%
500
LOW icon
278
Lowe's Companies
LOW
$139B
$44.5K 0.02%
200
OLP
279
One Liberty Properties
OLP
$440M
$44.5K 0.02%
2,030
NGD
280
New Gold Inc
NGD
$5.99B
$44.2K 0.02%
30,250
-2,500
SPG icon
281
Simon Property Group
SPG
$58.9B
$44.1K 0.02%
309
+200
SO icon
282
Southern Company
SO
$94.9B
$43.5K 0.02%
620
XYZ
283
Block Inc
XYZ
$37.3B
$43.5K 0.02%
562
-100
MDLZ icon
284
Mondelez International
MDLZ
$71B
$42.6K 0.02%
588
YUMC icon
285
Yum China
YUMC
$16.6B
$42.4K 0.02%
1,000
WDAY icon
286
Workday
WDAY
$58.4B
$41.4K 0.01%
150
SJM icon
287
J.M. Smucker
SJM
$10.7B
$41.3K 0.01%
327
SWKS icon
288
Skyworks Solutions
SWKS
$10.3B
$41.3K 0.01%
367
IIM icon
289
Invesco Value Municipal Income Trust
IIM
$592M
$41.1K 0.01%
3,502
LNC icon
290
Lincoln National
LNC
$8.09B
$40.5K 0.01%
1,500
+1,000
DAL icon
291
Delta Air Lines
DAL
$43.5B
$40.2K 0.01%
1,000
EEM icon
292
iShares MSCI Emerging Markets ETF
EEM
$20.8B
$40.2K 0.01%
1,000
IP icon
293
International Paper
IP
$20.4B
$39.8K 0.01%
1,100
-1,700
KXI icon
294
iShares Global Consumer Staples ETF
KXI
$883M
$38.5K 0.01%
650
OHI icon
295
Omega Healthcare
OHI
$13.5B
$38.3K 0.01%
1,250
+750
OXY icon
296
Occidental Petroleum
OXY
$40.8B
$37.3K 0.01%
625
GS.PRD icon
297
Goldman Sachs Group Inc Series D Preferred Stock
GS.PRD
$1.04B
$36.8K 0.01%
1,700
PHK
298
PIMCO High Income Fund
PHK
$855M
$36.7K 0.01%
7,360
GDXJ icon
299
VanEck Junior Gold Miners ETF
GDXJ
$8.75B
$36.7K 0.01%
968
+2
IJR icon
300
iShares Core S&P Small-Cap ETF
IJR
$88.6B
$36.5K 0.01%
+337
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