HCM
Highlander Capital Management Portfolio holdings
AUM
$292M
1-Year Est. Return
22.24%
This Fund
S&P 500
1 Year Est. Return
+22.24%
AUM
$281M
AUM Growth
+$26.3M
(+10%)
Holding
1,043
Top Buys
| 1 | +$1.34M | |
| 2 | +$435K | |
| 3 | +$384K | |
| 4 |
Reaves Utility Income Fund
UTG
|
+$317K |
| 5 |
Vestis
VSTS
|
+$270K |
Top Sells
| 1 | +$629K | |
| 2 | +$398K | |
| 3 | +$351K | |
| 4 |
Boeing
BA
|
+$333K |
| 5 |
Home Depot
HD
|
+$171K |
Sector Composition
| 1 | Healthcare | 17.71% |
| 2 | Financials | 14.85% |
| 3 | Technology | 12.94% |
| 4 | Consumer Discretionary | 6.88% |
| 5 | Industrials | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
Nuveen Taxable Municipal Income Fund
NBB
$461M
| – | – |
-523
|
|
||
|
OTLY
702
Oatly Group
OTLY
$375M
| – | – |
-28
|
|
||
703
Papa John's
PZZA
$1.15B
| – | – |
-150
|
|
||
704
BRC Group Holdings 5.00% Senior Notes due 2026
RILYG
$198M
| – | – |
-3,000
|
|
||
|
VMW
705
DELISTED
VMware, Inc
VMW
| – | – |
-4
|
|