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
$292M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1 +$871K
2 +$656K
3 +$639K
4
UMH
UMH Properties
UMH
+$374K
5
UPS icon
United Parcel Service
UPS
+$342K

Top Sells

1 +$536K
2 +$418K
3 +$347K
4
AZO icon
AutoZone
AZO
+$284K
5
STZ icon
Constellation Brands
STZ
+$266K

Sector Composition

1 Healthcare 18.04%
2 Financials 15.11%
3 Technology 12.33%
4 Consumer Discretionary 7.07%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JSM
501
Navient Corp 6% Senior Notes due December 15 2043
JSM
$6.39K ﹤0.01%
300
-500
MER.PRK
502
Bank of America Income Capital Obligation Notes due December 15 2066
MER.PRK
$1.08B
$6.33K ﹤0.01%
250
FINS
503
Angel Oak Financial Strategies Income Term Trust
FINS
$442M
$6.25K ﹤0.01%
500
WOR icon
504
Worthington Enterprises
WOR
$2.76B
$6.22K ﹤0.01%
100
CTR
505
DELISTED
ClearBridge MLP and Midstream Total Return Fund Inc.
CTR
$6.22K ﹤0.01%
150
DTM icon
506
DT Midstream
DTM
$12.2B
$6.11K ﹤0.01%
100
MET.PRA icon
507
MetLife Inc Floating Rate Series A
MET.PRA
$536M
$5.97K ﹤0.01%
250
MU icon
508
Micron Technology
MU
$264B
$5.89K ﹤0.01%
50
-150
VLTO icon
509
Veralto
VLTO
$25.4B
$5.85K ﹤0.01%
66
ZIMV
510
DELISTED
ZimVie
ZIMV
$5.72K ﹤0.01%
347
WTAI icon
511
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$497M
$5.71K ﹤0.01%
275
EGO icon
512
Eldorado Gold
EGO
$6.18B
$5.63K ﹤0.01%
400
RIVN icon
513
Rivian
RIVN
$21.5B
$5.47K ﹤0.01%
+500
SABA
514
Saba Capital Income & Opportunities Fund II
SABA
$242M
$5.35K ﹤0.01%
700
EBAY icon
515
eBay
EBAY
$37.1B
$5.28K ﹤0.01%
100
FPE icon
516
First Trust Preferred Securities and Income ETF
FPE
$6.28B
$5.2K ﹤0.01%
300
BHK icon
517
BlackRock Core Bond Trust
BHK
$690M
$5.18K ﹤0.01%
480
MBI icon
518
MBIA
MBI
$388M
$5.07K ﹤0.01%
750
EVV
519
Eaton Vance Limited Duration Income Fund
EVV
$1.18B
$4.88K ﹤0.01%
500
KRNY icon
520
Kearny Financial
KRNY
$466M
$4.82K ﹤0.01%
748
MAIN icon
521
Main Street Capital
MAIN
$5.32B
$4.73K ﹤0.01%
100
BRX icon
522
Brixmor Property Group
BRX
$7.77B
$4.69K ﹤0.01%
200
MMT
523
MFS Multimarket Income Trust
MMT
$259M
$4.63K ﹤0.01%
1,000
DNP icon
524
DNP Select Income Fund
DNP
$3.76B
$4.54K ﹤0.01%
500
LUMN icon
525
Lumen
LUMN
$9.82B
$4.52K ﹤0.01%
2,900