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
651
$0 ﹤0.01%
60
652
$0 ﹤0.01%
145
653
– –
-22
654
$0 ﹤0.01%
6,000
655
– –
-12
656
$0 ﹤0.01%
142
657
– –
-1,470
658
– –
-100
659
$0 ﹤0.01%
50,000
660
– –
-18
661
– –
-14,975
662
– –
-14,075
663
– –
-5,702
664
– –
-5,000
665
$0 ﹤0.01%
2
666
– –
-75
667
– –
-16,874
668
– –
-500
669
$0 ﹤0.01%
45
670
– –
-150
671
– –
-55
672
– –
-3,400
673
– –
-1,950
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