HCM
Highlander Capital Management Portfolio holdings
AUM
$292M
1-Year Return
22.24%
This Quarter Return
+9.09%
1 Year Return
+22.24%
3 Year Return
+34.2%
5 Year Return
+97.68%
10 Year Return
+157.61%
AUM
$281M
AUM Growth
+$26.3M
(+10%)
Cap. Flow
-$34.4M
Cap. Flow
% of AUM
-12.24%
Top 10 Holdings %
Top 10 Hldgs %
30.05%
Holding
1,043
New
48
Increased
96
Reduced
93
Closed
25
Top Buys
| 1 |
Microsoft
MSFT
|
+$1.42M |
| 2 |
Walt Disney
DIS
|
+$445K |
| 3 |
Pfizer
PFE
|
+$366K |
| 4 |
Vestis
VSTS
|
+$332K |
| 5 |
Reaves Utility Income Fund
UTG
|
+$332K |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$629K |
| 2 |
Aramark
ARMK
|
+$412K |
| 3 |
Boeing
BA
|
+$405K |
| 4 |
MGIC Investment
MTG
|
+$383K |
| 5 |
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% |
