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
26
$1.18M 0.85%
7,152
+1
27
$1.15M 0.83%
30,450
+300
28
$1.15M 0.82%
52,007
+3,261
29
$1.14M 0.82%
20,524
30
$1.14M 0.82%
21,100
31
$1.08M 0.78%
203,600
-1,000
32
$1.03M 0.74%
106,494
+21,363
33
$1.03M 0.74%
53,129
+11,725
34
$977K 0.7%
10,000
35
$933K 0.67%
43,936
-1,350
36
$887K 0.64%
12,244
+500
37
$847K 0.61%
15,764
+100
38
$843K 0.61%
17,350
39
$806K 0.58%
5,900
40
$768K 0.55%
12,941
41
$755K 0.54%
4,525
+2,050
42
$745K 0.54%
5,175
43
$727K 0.52%
6,180
44
$722K 0.52%
24,834
-246
45
$722K 0.52%
67,705
-71
46
$715K 0.51%
18,078
-1,314
47
$673K 0.48%
65,669
+7,599
48
$658K 0.47%
47,237
-741
49
$656K 0.47%
14,400
-850
50
$593K 0.43%
24,006
+5
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2
3 4 5