HCM
Highlander Capital Management Portfolio holdings
AUM
$292M
1-Year Return
22.24%
This Quarter Return
-4.11%
1 Year Return
+22.24%
3 Year Return
+34.2%
5 Year Return
+97.68%
10 Year Return
+157.61%
AUM
$174M
AUM Growth
-$11.7M
(-6.3%)
Cap. Flow
-$19.2M
Cap. Flow
% of AUM
-11.04%
Top 10 Holdings %
Top 10 Hldgs %
33.87%
Holding
679
New
7
Increased
42
Reduced
86
Closed
21
Top Buys
| 1 |
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
|
+$191K |
| 2 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$131K |
| 3 |
Broadcom
AVGO
|
+$111K |
| 4 |
UnitedHealth
UNH
|
+$101K |
| 5 |
Boeing
BA
|
+$59.3K |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
+$392K |
| 2 |
Automatic Data Processing
ADP
|
+$264K |
| 3 |
CDK
CDK Global, Inc.
CDK
|
+$182K |
| 4 |
Republic Services
RSG
|
+$163K |
| 5 |
IBM
IBM
|
+$154K |
Sector Composition
| 1 | Healthcare | 22% |
| 2 | Financials | 13.66% |
| 3 | Technology | 12.99% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Consumer Staples | 7.99% |
