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
$292M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1
+$871K
2
+$656K
3
+$639K
4
UMH
UMH Properties
UMH
+$374K
5
UPS icon
United Parcel Service
UPS
+$342K

Top Sells

1
+$536K
2
+$418K
3
+$347K
4
AZO icon
AutoZone
AZO
+$284K
5
STZ icon
Constellation Brands
STZ
+$266K

Sector Composition

1 Healthcare 18.04%
2 Financials 15.11%
3 Technology 12.33%
4 Consumer Discretionary 7.07%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALB icon
376
Albemarle
ALB
$14.9B
$20.4K 0.01%
+155
NWL icon
377
Newell Brands
NWL
$1.58B
$20.1K 0.01%
2,500
RWAY icon
378
Runway Growth Finance
RWAY
$333M
$20K 0.01%
1,650
-750
NNY icon
379
Nuveen New York Municipal Value Fund
NNY
$161M
$20K 0.01%
2,400
OTIS icon
380
Otis Worldwide
OTIS
$33.9B
$19.5K 0.01%
196
GTEK icon
381
Goldman Sachs Future Tech Leaders Equity ETF
GTEK
$183M
$19.1K 0.01%
650
FLWS icon
382
1-800-Flowers.com
FLWS
$229M
$19K 0.01%
1,750
WEN icon
383
Wendy's
WEN
$1.63B
$18.8K 0.01%
1,000
-400
UHT
384
Universal Health Realty Income Trust
UHT
$563M
$18.4K 0.01%
500
ICLN icon
385
iShares Global Clean Energy ETF
ICLN
$1.91B
$18.2K 0.01%
1,300
-200
CSX icon
386
CSX Corp
CSX
$66.9B
$17.8K 0.01%
480
BPOPM icon
387
Popular Inc Popular Capital Trust II 6.125%
BPOPM
$130M
$17.8K 0.01%
700
BAC.PRE icon
388
Bank of America Depository Shares Series E
BAC.PRE
$1.62B
$17.7K 0.01%
750
OMCC
389
Old Market Capital Corp
OMCC
$33.1M
$17.6K 0.01%
2,600
FIS icon
390
Fidelity National Information Services
FIS
$34B
$17.5K 0.01%
236
+150
RRC icon
391
Range Resources
RRC
$9.45B
$17.2K 0.01%
500
NLOP
392
Net Lease Office Properties
NLOP
$437M
$17.1K 0.01%
717
+2
CLM icon
393
Cornerstone Strategic Value Fund
CLM
$2.36B
$16.9K 0.01%
2,286
FLIC
394
DELISTED
First of Long Island Corp
FLIC
$16.6K 0.01%
1,500
WEC icon
395
WEC Energy
WEC
$34.9B
$16.4K 0.01%
200
DOCU icon
396
DocuSign
DOCU
$14.2B
$16.4K 0.01%
+275
IAU icon
397
iShares Gold Trust
IAU
$65.4B
$16.2K 0.01%
385
VOD icon
398
Vodafone
VOD
$29.9B
$16K 0.01%
1,796
SLVM icon
399
Sylvamo
SLVM
$1.9B
$15.6K 0.01%
253
DXC icon
400
DXC Technology
DXC
$2.39B
$15.5K 0.01%
733
14 15
16
17 18