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
26
$1.82M 0.89%
29,380
-250
27
$1.81M 0.88%
17,480
+100
28
$1.73M 0.85%
13,280
29
$1.64M 0.8%
87,608
+746
30
$1.48M 0.73%
30,150
-1,500
31
$1.47M 0.72%
97,226
-1,148
32
$1.42M 0.7%
20,492
-166
33
$1.33M 0.65%
15,040
34
$1.31M 0.64%
25,355
+650
35
$1.29M 0.63%
16,056
36
$1.23M 0.6%
500
37
$1.18M 0.58%
12,946
+1,650
38
$1.18M 0.58%
56,449
+88
39
$1.13M 0.55%
10,000
40
$1.07M 0.52%
41,412
41
$1.07M 0.52%
6,430
42
$1.05M 0.52%
4,734
43
$1.05M 0.51%
5,242
+160
44
$1.01M 0.49%
75,170
+15
45
$1M 0.49%
33,500
46
$1M 0.49%
38,333
+1
47
$952K 0.47%
49,438
-333
48
$944K 0.46%
43,506
+43,425
49
$940K 0.46%
10,700
-750
50
$928K 0.45%
24,357
-61
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2
3 4 5