HCM
Highlander Capital Management Portfolio holdings
AUM
$292M
1-Year Return
22.24%
This Quarter Return
-17.9%
1 Year Return
+22.24%
3 Year Return
+34.2%
5 Year Return
+97.68%
10 Year Return
+157.61%
AUM
$139M
AUM Growth
-$34.5M
(-20%)
Cap. Flow
-$20.3M
Cap. Flow
% of AUM
-14.61%
Top 10 Holdings %
Top 10 Hldgs %
28.78%
Holding
708
New
64
Increased
63
Reduced
52
Closed
24
Top Buys
| 1 |
Home Depot
HD
|
$808K |
| 2 |
Walt Disney
DIS
|
$705K |
| 3 |
Chemours
CC
|
$417K |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$366K |
| 5 |
Meta Platforms (Facebook)
META
|
$342K |
Top Sells
| 1 |
Domino's
DPZ
|
$823K |
| 2 |
Republic Services
RSG
|
$571K |
| 3 |
Alibaba
BABA
|
$489K |
| 4 |
DaVita
DVA
|
$312K |
| 5 |
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% |
