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
$139M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1 +$808K
2 +$705K
3 +$417K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$366K
5
META icon
Meta Platforms (Facebook)
META
+$342K

Top Sells

1 +$823K
2 +$571K
3 +$489K
4
DVA icon
DaVita
DVA
+$312K
5
KHC icon
Kraft Heinz
KHC
+$243K

Sector Composition

1 Healthcare 20.76%
2 Financials 12.02%
3 Technology 11.87%
4 Consumer Staples 7.74%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$8K 0.01%
400
327
$8K 0.01%
1,000
328
$7K 0.01%
1,200
329
$7K 0.01%
85
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$7K 0.01%
290
331
$7K 0.01%
250
332
$7K 0.01%
+200
333
$7K 0.01%
912
334
$7K 0.01%
75
335
$7K 0.01%
50
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$6K ﹤0.01%
480
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$6K ﹤0.01%
100
338
$6K ﹤0.01%
244
339
$6K ﹤0.01%
250
-3,000
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$6K ﹤0.01%
400
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$6K ﹤0.01%
700
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$6K ﹤0.01%
250
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$6K ﹤0.01%
250
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$6K ﹤0.01%
109
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$6K ﹤0.01%
25
347
$6K ﹤0.01%
286
348
$5K ﹤0.01%
94
349
$5K ﹤0.01%
300
350
$5K ﹤0.01%
535