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

Top Buys

1 +$834K
2 +$656K
3 +$584K
4
UMH
UMH Properties
UMH
+$352K
5
UPS icon
United Parcel Service
UPS
+$350K

Top Sells

1 +$568K
2 +$384K
3 +$325K
4
STZ icon
Constellation Brands
STZ
+$266K
5
AZO icon
AutoZone
AZO
+$257K

Sector Composition

1 Healthcare 18.05%
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
LSXMK
501
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$6.42K ﹤0.01%
216
JSM
502
Navient Corp 6% Senior Notes due December 15 2043
JSM
$6.39K ﹤0.01%
300
-500
MER.PRK
503
Bank of America Income Capital Obligation Notes due December 15 2066
MER.PRK
$1.09B
$6.33K ﹤0.01%
250
FINS
504
Angel Oak Financial Strategies Income Term Trust
FINS
$433M
$6.25K ﹤0.01%
500
WOR icon
505
Worthington Enterprises
WOR
$2.58B
$6.22K ﹤0.01%
100
CTR
506
DELISTED
ClearBridge MLP and Midstream Total Return Fund Inc.
CTR
$6.22K ﹤0.01%
150
DTM icon
507
DT Midstream
DTM
$14.4B
$6.11K ﹤0.01%
100
MET.PRA icon
508
MetLife Inc Floating Rate Series A
MET.PRA
$522M
$5.97K ﹤0.01%
250
MU icon
509
Micron Technology
MU
$447B
$5.89K ﹤0.01%
50
-150
VLTO icon
510
Veralto
VLTO
$23.6B
$5.85K ﹤0.01%
66
ZIMV
511
DELISTED
ZimVie
ZIMV
$5.72K ﹤0.01%
347
WTAI icon
512
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$368M
$5.71K ﹤0.01%
275
EGO icon
513
Eldorado Gold
EGO
$8.01B
$5.63K ﹤0.01%
400
RIVN icon
514
Rivian
RIVN
$18.9B
$5.47K ﹤0.01%
+500
SABA
515
Saba Capital Income & Opportunities Fund II
SABA
$227M
$5.35K ﹤0.01%
700
EBAY icon
516
eBay
EBAY
$41.7B
$5.28K ﹤0.01%
100
FPE icon
517
First Trust Preferred Securities and Income ETF
FPE
$6.46B
$5.2K ﹤0.01%
300
BHK icon
518
BlackRock Core Bond Trust
BHK
$686M
$5.18K ﹤0.01%
480
MBI icon
519
MBIA
MBI
$339M
$5.07K ﹤0.01%
750
EVV
520
Eaton Vance Limited Duration Income Fund
EVV
$1.13B
$4.88K ﹤0.01%
500
KRNY icon
521
Kearny Financial
KRNY
$479M
$4.82K ﹤0.01%
748
MAIN icon
522
Main Street Capital
MAIN
$5.22B
$4.73K ﹤0.01%
100
BRX icon
523
Brixmor Property Group
BRX
$9.26B
$4.69K ﹤0.01%
200
MMT
524
MFS Multimarket Income Trust
MMT
$254M
$4.63K ﹤0.01%
1,000
DNP icon
525
DNP Select Income Fund
DNP
$3.92B
$4.54K ﹤0.01%
500