HCM
Highlander Capital Management Portfolio holdings
AUM
$292M
1-Year Return
22.24%
This Quarter Return
+9.29%
1 Year Return
+22.24%
3 Year Return
+34.2%
5 Year Return
+97.68%
10 Year Return
+157.61%
AUM
$174M
AUM Growth
+$11.2M
(+6.9%)
Cap. Flow
-$24.4M
Cap. Flow
% of AUM
-14.05%
Top 10 Holdings %
Top 10 Hldgs %
26.89%
Holding
674
New
12
Increased
43
Reduced
81
Closed
27
Top Buys
| 1 |
Dollar Tree
DLTR
|
$1.65M |
| 2 |
Home Depot
HD
|
$612K |
| 3 |
Walt Disney
DIS
|
$347K |
| 4 |
Oaktree Specialty Lending
OCSL
|
$274K |
| 5 |
Cisco
CSCO
|
$206K |
Top Sells
| 1 |
Molson Coors Class B
TAP
|
$532K |
| 2 |
BMCH
BMC Stock Holdings, Inc
BMCH
|
$482K |
| 3 |
GE Aerospace
GE
|
$443K |
| 4 |
Morgan Stanley
MS
|
$369K |
| 5 |
Liberty Broadband Class C
LBRDK
|
$276K |
Sector Composition
| 1 | Healthcare | 19.82% |
| 2 | Financials | 14.29% |
| 3 | Technology | 10.86% |
| 4 | Industrials | 8.92% |
| 5 | Consumer Staples | 7.33% |
