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
$106M
AUM Growth
-$5.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$454K
3
+$425K
4
KIO
KKR Income Opportunities Fund
KIO
+$383K
5
OPK icon
Opko Health
OPK
+$371K

Top Sells

1
+$1.33M
2
+$358K
3
+$294K
4
SRDX
Surmodics
SRDX
+$236K
5
MO icon
Altria Group
MO
+$220K

Sector Composition

1 Financials 22.66%
2 Healthcare 9.05%
3 Industrials 8.62%
4 Real Estate 7.71%
5 Consumer Staples 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$9K 0.01%
300
502
$9K 0.01%
36
503
$9K 0.01%
1,500
504
$9K 0.01%
798
505
$8K 0.01%
+1,250
506
$8K 0.01%
300
507
$8K 0.01%
3,200
508
$8K 0.01%
800
509
$8K 0.01%
154
510
$7K 0.01%
360
511
$7K 0.01%
220
512
$7K 0.01%
128
513
$7K 0.01%
550
514
$7K 0.01%
360
515
$7K 0.01%
+228
516
$7K 0.01%
250
517
$7K 0.01%
300
518
$7K 0.01%
+300
519
$7K 0.01%
300
520
$7K 0.01%
300
521
$6K 0.01%
535
522
$6K 0.01%
1,000
523
$6K 0.01%
250
524
$6K 0.01%
250
525
$6K 0.01%
150
19 20
21
22 23