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
$204M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$287K
3
+$260K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$210K
5
FRC
First Republic Bank
FRC
+$196K

Top Sells

1
+$403K
2
+$308K
3
+$246K
4
PEP icon
PepsiCo
PEP
+$109K
5
MRK icon
Merck
MRK
+$106K

Sector Composition

1 Healthcare 19.66%
2 Technology 13.28%
3 Financials 13.07%
4 Consumer Discretionary 8.02%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4K ﹤0.01%
100
377
$4K ﹤0.01%
1,199
378
$4K ﹤0.01%
254
379
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25
380
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366
381
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30
382
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500
383
$4K ﹤0.01%
201
384
$3K ﹤0.01%
181
385
$3K ﹤0.01%
1,500
386
$3K ﹤0.01%
200
-1,500
387
$3K ﹤0.01%
39
388
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150
389
$3K ﹤0.01%
348
390
$3K ﹤0.01%
168
391
$3K ﹤0.01%
50
392
$3K ﹤0.01%
512
393
$3K ﹤0.01%
347
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$2K ﹤0.01%
30
395
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25
396
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266
397
$2K ﹤0.01%
12
398
$2K ﹤0.01%
458
399
$2K ﹤0.01%
106
400
$1K ﹤0.01%
25
14 15
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17 18