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
$204M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$287K
3
+$260K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$210K
5
FRC
First Republic Bank
FRC
+$196K

Top Sells

1
+$403K
2
+$308K
3
+$246K
4
PEP icon
PepsiCo
PEP
+$109K
5
MRK icon
Merck
MRK
+$106K

Sector Composition

1 Healthcare 19.66%
2 Technology 13.28%
3 Financials 13.07%
4 Consumer Discretionary 8.02%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$10K ﹤0.01%
175
327
$10K ﹤0.01%
1,000
328
$10K ﹤0.01%
150
329
$10K ﹤0.01%
339
330
$10K ﹤0.01%
932
331
$10K ﹤0.01%
+300
332
$9K ﹤0.01%
148
333
$9K ﹤0.01%
100
334
$9K ﹤0.01%
538
-37
335
$8K ﹤0.01%
100
336
$8K ﹤0.01%
212
337
$8K ﹤0.01%
150
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$8K ﹤0.01%
666
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$8K ﹤0.01%
300
340
$8K ﹤0.01%
523
341
$8K ﹤0.01%
250
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$8K ﹤0.01%
1,350
343
$7K ﹤0.01%
50
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345
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750
346
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$7K ﹤0.01%
912
348
$7K ﹤0.01%
136
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$7K ﹤0.01%
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350
$7K ﹤0.01%
50
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