HCM

Highlander Capital Management Portfolio holdings

AUM $292M
1-Year Est. Return 22.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,043
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$445K
3
+$366K
4
VSTS icon
Vestis
VSTS
+$332K
5
UTG icon
Reaves Utility Income Fund
UTG
+$332K

Top Sells

1
+$629K
2
+$412K
3
+$405K
4
MTG icon
MGIC Investment
MTG
+$383K
5
HD icon
Home Depot
HD
+$191K

Sector Composition

1 Healthcare 17.7%
2 Financials 14.85%
3 Technology 12.94%
4 Consumer Discretionary 6.88%
5 Industrials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NOBL icon
26
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$2.15M 0.77%
22,631
+400
GPK icon
27
Graphic Packaging
GPK
$4.38B
$2.15M 0.77%
87,223
-4,304
UHAL.B icon
28
U-Haul Holding Co Series N
UHAL.B
$9.62B
$2.11M 0.75%
29,980
-450
MCD icon
29
McDonald's
MCD
$223B
$2.03M 0.72%
6,837
-199
KO icon
30
Coca-Cola
KO
$314B
$1.98M 0.7%
33,580
CVX icon
31
Chevron
CVX
$340B
$1.95M 0.69%
13,076
BN icon
32
Brookfield
BN
$106B
$1.89M 0.67%
70,454
-27
PG icon
33
Procter & Gamble
PG
$342B
$1.89M 0.67%
12,903
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$4.05T
$1.82M 0.65%
13,050
BAC icon
35
Bank of America
BAC
$374B
$1.82M 0.65%
53,919
+2,517
LBAI
36
DELISTED
Lakeland Bancorp Inc
LBAI
$1.8M 0.64%
121,525
CWH icon
37
Camping World
CWH
$871M
$1.6M 0.57%
60,925
-3,647
WMT icon
38
Walmart Inc
WMT
$929B
$1.58M 0.56%
30,000
STWD icon
39
Starwood Property Trust
STWD
$6.74B
$1.55M 0.55%
73,670
+1,540
AZO icon
40
AutoZone
AZO
$62.7B
$1.53M 0.54%
590
BX icon
41
Blackstone
BX
$114B
$1.51M 0.54%
11,505
-450
MDT icon
42
Medtronic
MDT
$129B
$1.48M 0.53%
18,006
-1,000
WMB icon
43
Williams Companies
WMB
$81.7B
$1.39M 0.49%
39,782
-500
INTC icon
44
Intel
INTC
$244B
$1.38M 0.49%
27,448
+295
WBD icon
45
Warner Bros
WBD
$69.4B
$1.34M 0.48%
117,369
-13,076
CRM icon
46
Salesforce
CRM
$214B
$1.27M 0.45%
4,842
META icon
47
Meta Platforms (Facebook)
META
$1.69T
$1.26M 0.45%
3,570
-225
KMI icon
48
Kinder Morgan
KMI
$66.9B
$1.25M 0.44%
70,768
-5,067
FSK icon
49
FS KKR Capital
FSK
$3.89B
$1.23M 0.44%
61,750
-1,800
MRK icon
50
Merck
MRK
$265B
$1.2M 0.43%
10,982
+750
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