HCM
Highlander Capital Management Portfolio holdings
AUM
$292M
1-Year Return
22.24%
This Quarter Return
-1.28%
1 Year Return
+22.24%
3 Year Return
+34.2%
5 Year Return
+97.68%
10 Year Return
+157.61%
AUM
$254M
AUM Growth
+$38.7M
(+18%)
Cap. Flow
+$8.23M
Cap. Flow
% of AUM
3.24%
Top 10 Holdings %
Top 10 Hldgs %
30.45%
Holding
994
New
254
Increased
212
Reduced
32
Closed
15
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$2.56M |
| 2 |
Novo Nordisk
NVO
|
+$2.27M |
| 3 |
Apple
AAPL
|
+$1.3M |
| 4 |
JPMorgan Chase
JPM
|
+$1.15M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$864K |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$435K |
| 2 |
Costco
COST
|
+$141K |
| 3 |
FLG
Flagstar Financial, Inc.
FLG
|
+$110K |
| 4 |
DaVita
DVA
|
+$90K |
| 5 |
Republic Services
RSG
|
+$85.5K |
Sector Composition
| 1 | Healthcare | 18.14% |
| 2 | Financials | 14.98% |
| 3 | Technology | 12.01% |
| 4 | Consumer Discretionary | 6.86% |
| 5 | Consumer Staples | 6.53% |
