HCM
Highlander Capital Management Portfolio holdings
AUM
$292M
This Quarter Return
+4.72%
1 Year Return
+22.24%
3 Year Return
+34.2%
5 Year Return
+97.68%
10 Year Return
+157.61%
AUM
$204M
AUM Growth
+$204M
(+6.9%)
Cap. Flow
-$2.27M
Cap. Flow
% of AUM
-1.11%
Top 10 Holdings %
Top 10 Hldgs %
32.28%
Holding
711
New
14
Increased
50
Reduced
64
Closed
17
Top Buys
| 1 |
Brookfield
BN
|
$942K |
| 2 |
EOG Resources
EOG
|
$287K |
| 3 |
CVS Health
CVS
|
$260K |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
$210K |
| 5 |
FRC
First Republic Bank
FRC
|
$196K |
Top Sells
| 1 |
Oaktree Specialty Lending
OCSL
|
$3.25M |
| 2 |
NVIDIA
NVDA
|
$403K |
| 3 |
Vanguard Long-Term Treasury ETF
VGLT
|
$308K |
| 4 |
PepsiCo
PEP
|
$109K |
| 5 |
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% |
