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
$281M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,043
New
Increased
Reduced
Closed

Top Buys

1 +$1.42M
2 +$445K
3 +$366K
4
VSTS icon
Vestis
VSTS
+$332K
5
UTG icon
Reaves Utility Income Fund
UTG
+$332K

Top Sells

1 +$629K
2 +$412K
3 +$405K
4
MTG icon
MGIC Investment
MTG
+$383K
5
HD icon
Home Depot
HD
+$191K

Sector Composition

1 Healthcare 17.7%
2 Financials 14.85%
3 Technology 12.94%
4 Consumer Discretionary 6.88%
5 Industrials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RKT icon
326
Rocket Companies
RKT
$52.8B
$30.4K 0.01%
2,100
+500
ETR icon
327
Entergy
ETR
$41.4B
$30.4K 0.01%
600
RWAY icon
328
Runway Growth Finance
RWAY
$330M
$30.3K 0.01%
2,400
CAH icon
329
Cardinal Health
CAH
$47.3B
$30.2K 0.01%
300
GEN icon
330
Gen Digital
GEN
$16.6B
$29.7K 0.01%
1,300
+1,000
PANW icon
331
Palo Alto Networks
PANW
$136B
$29.5K 0.01%
200
BANX
332
ArrowMark Financial
BANX
$153M
$29.1K 0.01%
1,600
BB icon
333
BlackBerry
BB
$2.58B
$28.3K 0.01%
8,000
+3,500
ZIONP icon
334
Zions Bancorporation Series A Preferred Stock
ZIONP
$55.1M
$28K 0.01%
1,400
JFR icon
335
Nuveen Floating Rate Income Fund
JFR
$1.26B
$27.9K 0.01%
3,400
XLV icon
336
State Street Health Care Select Sector SPDR ETF
XLV
$39.7B
$27.7K 0.01%
203
BRSL
337
Brightstar Lottery PLC
BRSL
$2.83B
$27.4K 0.01%
+1,000
JEF icon
338
Jefferies Financial Group
JEF
$12.1B
$27.4K 0.01%
678
WEN icon
339
Wendy's
WEN
$1.59B
$27.3K 0.01%
1,400
+1,000
TDW icon
340
Tidewater
TDW
$2.83B
$27K 0.01%
375
ONON icon
341
On Holding
ONON
$15.3B
$27K 0.01%
1,000
GM icon
342
General Motors
GM
$70.7B
$26.9K 0.01%
+750
BHF icon
343
Brighthouse Financial
BHF
$3.74B
$26.5K 0.01%
500
IYT icon
344
iShares US Transportation ETF
IYT
$876M
$26.2K 0.01%
+400
KRE icon
345
State Street SPDR S&P Regional Banking ETF
KRE
$4.03B
$26.2K 0.01%
500
-600
WBA
346
DELISTED
Walgreens Boots Alliance
WBA
$26.1K 0.01%
+1,000
FITB icon
347
Fifth Third Bancorp
FITB
$29.9B
$25.9K 0.01%
750
ADEA icon
348
Adeia
ADEA
$1.39B
$25.8K 0.01%
2,086
+1,518
AMD icon
349
Advanced Micro Devices
AMD
$359B
$25.8K 0.01%
175
+25
FRT icon
350
Federal Realty Investment Trust
FRT
$8.29B
$25.8K 0.01%
250