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
$139M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$705K
3
+$417K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$366K
5
META icon
Meta Platforms (Facebook)
META
+$342K

Top Sells

1
+$823K
2
+$571K
3
+$489K
4
DVA icon
DaVita
DVA
+$312K
5
KHC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
348
377
$3K ﹤0.01%
5,600
378
$3K ﹤0.01%
336
379
$3K ﹤0.01%
25
380
$3K ﹤0.01%
50
381
$3K ﹤0.01%
59
-34
382
$3K ﹤0.01%
118
383
$3K ﹤0.01%
1,000
384
$2K ﹤0.01%
15
385
$2K ﹤0.01%
30
386
$2K ﹤0.01%
+100
387
$2K ﹤0.01%
50
388
$2K ﹤0.01%
150
389
$2K ﹤0.01%
472
390
$2K ﹤0.01%
500
391
$2K ﹤0.01%
200
392
$2K ﹤0.01%
1,000
-250
393
$2K ﹤0.01%
200
394
$2K ﹤0.01%
125
395
$2K ﹤0.01%
30
396
$2K ﹤0.01%
+250
397
$2K ﹤0.01%
1,000
398
$1K ﹤0.01%
1,500
399
$1K ﹤0.01%
100
400
$1K ﹤0.01%
23
14 15
16
17 18