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
TAK icon
326
Takeda Pharmaceutical
TAK
$51.1B
$29.8K 0.01%
2,144
JFR icon
327
Nuveen Floating Rate Income Fund
JFR
$1.26B
$29.7K 0.01%
3,400
JBLU icon
328
JetBlue
JBLU
$1.96B
$29.7K 0.01%
4,000
-200
WERN icon
329
Werner Enterprises
WERN
$1.98B
$29.3K 0.01%
750
+250
GEN icon
330
Gen Digital
GEN
$16.1B
$29.1K 0.01%
1,300
FDX icon
331
FedEx
FDX
$72.5B
$29K 0.01%
100
-200
SRE icon
332
Sempra
SRE
$60.4B
$28.7K 0.01%
400
-800
IYT icon
333
iShares US Transportation ETF
IYT
$949M
$28.2K 0.01%
400
BKU icon
334
Bankunited
BKU
$3.54B
$28K 0.01%
1,000
WU icon
335
Western Union
WU
$2.95B
$28K 0.01%
2,000
FITB icon
336
Fifth Third Bancorp
FITB
$32.5B
$27.9K 0.01%
750
ABBV icon
337
AbbVie
ABBV
$379B
$27.9K 0.01%
153
-74
GIS icon
338
General Mills
GIS
$23.7B
$27.4K 0.01%
392
-125
VBR icon
339
Vanguard Small-Cap Value ETF
VBR
$34.2B
$26.9K 0.01%
140
ASA
340
ASA Gold and Precious Metals
ASA
$1.2B
$26.1K 0.01%
1,700
MOS icon
341
The Mosaic Company
MOS
$8.36B
$26K 0.01%
800
+670
GDXJ icon
342
VanEck Junior Gold Miners ETF
GDXJ
$10.5B
$25.9K 0.01%
668
-300
BHF icon
343
Brighthouse Financial
BHF
$3.66B
$25.8K 0.01%
500
AMH icon
344
American Homes 4 Rent
AMH
$12B
$25.7K 0.01%
700
TMP icon
345
Tompkins Financial
TMP
$1.1B
$25.5K 0.01%
507
EVF
346
Eaton Vance Senior Income Trust
EVF
$96.3M
$25.4K 0.01%
4,000
ALLY icon
347
Ally Financial
ALLY
$13.4B
$25.4K 0.01%
625
FFIC icon
348
Flushing Financial
FFIC
$522M
$25.2K 0.01%
2,000
KRE icon
349
State Street SPDR S&P Regional Banking ETF
KRE
$4.04B
$25.1K 0.01%
500
VO icon
350
Vanguard Mid-Cap ETF
VO
$94.4B
$25K 0.01%
100
12 13
14
15 16