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
601
$1K ﹤0.01%
120
-2,855
602
$1K ﹤0.01%
100
603
$1K ﹤0.01%
250
604
$1K ﹤0.01%
88
605
$1K ﹤0.01%
97
606
$1K ﹤0.01%
39
607
$1K ﹤0.01%
97
608
$1K ﹤0.01%
426
609
$1K ﹤0.01%
45
610
$1K ﹤0.01%
581
611
$1K ﹤0.01%
120
612
– –
-15
613
$0 ﹤0.01%
1
614
– –
-300
615
$0 ﹤0.01%
+5
616
$0 ﹤0.01%
105
617
$0 ﹤0.01%
+7
618
$0 ﹤0.01%
500
619
$0 ﹤0.01%
10
620
– –
-1,000
621
– –
-300
622
– –
-250
623
– –
-100
624
– –
-25
625
– –
-500
23 24
25
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