HCM
Highlander Capital Management Portfolio holdings
AUM
$292M
1-Year Return
22.24%
This Quarter Return
-1.31%
1 Year Return
+22.24%
3 Year Return
+34.2%
5 Year Return
+97.68%
10 Year Return
+157.61%
AUM
$214M
AUM Growth
-$2.3M
(-1.1%)
Cap. Flow
-$11.8M
Cap. Flow
% of AUM
-5.52%
Top 10 Holdings %
Top 10 Hldgs %
33.71%
Holding
665
New
14
Increased
60
Reduced
38
Closed
9
Top Buys
| 1 |
Camping World
CWH
|
$704K |
| 2 |
SIVB
SVB Financial Group
SIVB
|
$559K |
| 3 |
Lazydays
GORV
|
$378K |
| 4 |
Coinbase
COIN
|
$289K |
| 5 |
UnitedHealth
UNH
|
$255K |
Top Sells
| 1 |
SJI
South Jersey Industries, Inc.
SJI
|
$517K |
| 2 |
Oaktree Specialty Lending
OCSL
|
$478K |
| 3 |
Chevron
CVX
|
$107K |
| 4 |
AbbVie
ABBV
|
$106K |
| 5 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
$90K |
Sector Composition
| 1 | Healthcare | 20.78% |
| 2 | Technology | 15.31% |
| 3 | Financials | 14.75% |
| 4 | Consumer Discretionary | 8.91% |
| 5 | Consumer Staples | 7.47% |