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
$292M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1 +$871K
2 +$656K
3 +$639K
4
UMH
UMH Properties
UMH
+$374K
5
UPS icon
United Parcel Service
UPS
+$342K

Top Sells

1 +$536K
2 +$418K
3 +$347K
4
AZO icon
AutoZone
AZO
+$284K
5
STZ icon
Constellation Brands
STZ
+$266K

Sector Composition

1 Healthcare 18.04%
2 Financials 15.11%
3 Technology 12.33%
4 Consumer Discretionary 7.07%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WAB icon
301
Wabtec
WAB
$36.5B
$37.3K 0.01%
256
IJR icon
302
iShares Core S&P Small-Cap ETF
IJR
$89B
$37.2K 0.01%
337
SJT
303
San Juan Basin Royalty Trust
SJT
$269M
$37K 0.01%
7,000
GSK icon
304
GSK
GSK
$98.9B
$36.5K 0.01%
852
PHK
305
PIMCO High Income Fund
PHK
$849M
$36.4K 0.01%
7,360
DFS
306
DELISTED
Discover Financial Services
DFS
$36K 0.01%
275
RPM icon
307
RPM International
RPM
$13.6B
$35.7K 0.01%
300
LW icon
308
Lamb Weston
LW
$8.43B
$35.5K 0.01%
333
ONON icon
309
On Holding
ONON
$15.5B
$35.4K 0.01%
1,000
NAD icon
310
Nuveen Quality Municipal Income Fund
NAD
$2.83B
$34.8K 0.01%
3,035
TDW icon
311
Tidewater
TDW
$2.96B
$34.5K 0.01%
375
GS.PRD icon
312
Goldman Sachs Group Inc Series D Preferred Stock
GS.PRD
$1.05B
$34.4K 0.01%
1,500
-200
ISCB icon
313
iShares Morningstar Small-Cap ETF
ISCB
$258M
$34.2K 0.01%
608
GM icon
314
General Motors
GM
$69.7B
$34K 0.01%
750
FTF
315
Franklin Limited Duration Income Trust
FTF
$248M
$33.9K 0.01%
5,400
PYPL icon
316
PayPal
PYPL
$57.3B
$33.6K 0.01%
502
+100
CAH icon
317
Cardinal Health
CAH
$47.5B
$33.6K 0.01%
300
LNT icon
318
Alliant Energy
LNT
$17.1B
$33.1K 0.01%
656
ETR icon
319
Entergy
ETR
$42.1B
$31.7K 0.01%
600
HYT icon
320
BlackRock Corporate High Yield Fund
HYT
$1.52B
$31.7K 0.01%
3,235
+900
SPG icon
321
Simon Property Group
SPG
$59.5B
$31.3K 0.01%
200
-109
RKT icon
322
Rocket Companies
RKT
$55.5B
$30.6K 0.01%
2,100
BANX
323
ArrowMark Financial
BANX
$153M
$30.4K 0.01%
1,600
XLV icon
324
State Street Health Care Select Sector SPDR ETF
XLV
$40.3B
$30K 0.01%
203
JEF icon
325
Jefferies Financial Group
JEF
$12B
$29.9K 0.01%
678