HCM

Highlander Capital Management Portfolio holdings

AUM $292M
1-Year Est. Return 22.24%
This Quarter Est. Return
1 Year Est. Return
+22.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
708
New
Increased
Reduced
Closed

Top Buys

1
+$808K
2
+$705K
3
+$417K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$366K
5
META icon
Meta Platforms (Facebook)
META
+$342K

Top Sells

1
+$823K
2
+$571K
3
+$489K
4
DVA icon
DaVita
DVA
+$312K
5
KHC icon
Kraft Heinz
KHC
+$243K

Sector Composition

1 Healthcare 20.76%
2 Financials 12.02%
3 Technology 11.87%
4 Consumer Staples 7.74%
5 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$586K 0.42%
5,970
52
$580K 0.42%
88,000
-34,000
53
$563K 0.41%
7,500
-7,600
54
$540K 0.39%
4,250
55
$537K 0.39%
55,611
-424
56
$535K 0.38%
17,289
+106
57
$528K 0.38%
59,500
+47,000
58
$523K 0.38%
82,422
-990
59
$517K 0.37%
46,150
-15,100
60
$508K 0.37%
6,675
-4,100
61
$477K 0.34%
15,125
+965
62
$469K 0.34%
4,425
-75
63
$465K 0.33%
6,100
64
$453K 0.33%
7,856
+1,600
65
$433K 0.31%
20,253
+5,773
66
$410K 0.29%
11,936
67
$410K 0.29%
14,100
+12,600
68
$384K 0.28%
35,321
-201
69
$382K 0.27%
3,349
70
$376K 0.27%
13,087
+750
71
$370K 0.27%
21,087
+10,500
72
$342K 0.25%
60,076
-707
73
$325K 0.23%
5,600
74
$320K 0.23%
117,611
+1,470
75
$316K 0.23%
1,409
1 2
3
4 5