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
$204M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$287K
3
+$260K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$210K
5
FRC
First Republic Bank
FRC
+$196K

Top Sells

1
+$403K
2
+$308K
3
+$246K
4
PEP icon
PepsiCo
PEP
+$109K
5
MRK icon
Merck
MRK
+$106K

Sector Composition

1 Healthcare 19.66%
2 Technology 13.28%
3 Financials 13.07%
4 Consumer Discretionary 8.02%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$887K 0.43%
50,129
+1,113
52
$868K 0.42%
30,344
53
$857K 0.42%
28,700
54
$856K 0.42%
26,200
55
$845K 0.41%
48,275
-20
56
$838K 0.41%
6,200
57
$828K 0.41%
44,750
+500
58
$815K 0.4%
17,746
59
$813K 0.4%
98,426
+8,000
60
$798K 0.39%
3,765
-50
61
$791K 0.39%
72,069
+6,208
62
$784K 0.38%
7,825
63
$749K 0.37%
5,796
64
$746K 0.37%
9,137
+1,000
65
$740K 0.36%
26,650
-14,500
66
$739K 0.36%
23,666
-423
67
$681K 0.33%
16,703
68
$680K 0.33%
10,600
69
$679K 0.33%
3,750
70
$669K 0.33%
6,450
+850
71
$625K 0.31%
11,450
+3,850
72
$618K 0.3%
74,050
-2,100
73
$606K 0.3%
6,300
+800
74
$588K 0.29%
9,275
75
$531K 0.26%
4,050
-675
1 2
3
4 5