HCM
Highlander Capital Management Portfolio holdings
AUM
$292M
1-Year Return
22.24%
This Quarter Return
+3.58%
1 Year Return
+22.24%
3 Year Return
+34.2%
5 Year Return
+97.68%
10 Year Return
+157.61%
AUM
$137M
AUM Growth
+$8.64M
(+6.7%)
Cap. Flow
-$9.87M
Cap. Flow
% of AUM
-7.22%
Top 10 Holdings %
Top 10 Hldgs %
19.05%
Holding
820
New
32
Increased
42
Reduced
79
Closed
35
Top Buys
| 1 |
Invitation Homes
INVH
|
$1.72M |
| 2 |
GE Aerospace
GE
|
$1.2M |
| 3 |
PARA
Paramount Global Class B
PARA
|
$671K |
| 4 |
Kinder Morgan
KMI
|
$412K |
| 5 |
Charter Communications
CHTR
|
$412K |
Top Sells
| 1 |
SFR
Starwood Waypoint Homes
SFR
|
$1.65M |
| 2 |
Target
TGT
|
$932K |
| 3 |
Bristol-Myers Squibb
BMY
|
$701K |
| 4 |
CCC
Calgon Carbon Corp
CCC
|
$570K |
| 5 |
Snap
SNAP
|
$435K |
Sector Composition
| 1 | Financials | 22.95% |
| 2 | Healthcare | 8.25% |
| 3 | Industrials | 8.16% |
| 4 | Consumer Discretionary | 6.26% |
| 5 | Real Estate | 5.97% |
