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
$281M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,043
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$445K
3
+$366K
4
VSTS icon
Vestis
VSTS
+$332K
5
UTG icon
Reaves Utility Income Fund
UTG
+$332K

Top Sells

1
+$629K
2
+$412K
3
+$405K
4
MTG icon
MGIC Investment
MTG
+$383K
5
HD icon
Home Depot
HD
+$191K

Sector Composition

1 Healthcare 17.7%
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
BMY icon
51
Bristol-Myers Squibb
BMY
$106B
$1.2M 0.43%
23,309
+1,160
INVH icon
52
Invitation Homes
INVH
$16.5B
$1.19M 0.42%
34,788
-991
ENB icon
53
Enbridge
ENB
$105B
$1.18M 0.42%
32,557
-968
OEC icon
54
Orion
OEC
$270M
$1.16M 0.41%
41,861
+1
CC icon
55
Chemours
CC
$1.87B
$1.15M 0.41%
36,386
+190
ADP icon
56
Automatic Data Processing
ADP
$105B
$1.14M 0.41%
4,894
MTG icon
57
MGIC Investment
MTG
$6.22B
$1.09M 0.39%
56,620
-19,830
PFE icon
58
Pfizer
PFE
$148B
$1.08M 0.39%
37,669
+12,700
TROW icon
59
T. Rowe Price
TROW
$23B
$1.08M 0.38%
10,035
AVGO icon
60
Broadcom
AVGO
$1.89T
$1.02M 0.36%
9,100
-500
T icon
61
AT&T
T
$176B
$1.02M 0.36%
60,513
+2,570
ZTS icon
62
Zoetis
ZTS
$52.8B
$942K 0.34%
4,775
LBRDK icon
63
Liberty Broadband Class C
LBRDK
$6.78B
$916K 0.33%
11,360
SEE icon
64
Sealed Air
SEE
$6.13B
$904K 0.32%
24,761
+3,665
ARMK icon
65
Aramark
ARMK
$9.79B
$884K 0.31%
31,450
-14,671
RSG icon
66
Republic Services
RSG
$66.5B
$874K 0.31%
5,300
-300
KIO
67
KKR Income Opportunities Fund
KIO
$478M
$874K 0.31%
69,497
-3,440
UTG icon
68
Reaves Utility Income Fund
UTG
$3.33B
$854K 0.3%
31,955
+12,400
VZ icon
69
Verizon
VZ
$174B
$849K 0.3%
22,532
+345
IBM icon
70
IBM
IBM
$292B
$836K 0.3%
5,110
+650
MHK icon
71
Mohawk Industries
MHK
$6.76B
$792K 0.28%
7,650
-975
CB icon
72
Chubb
CB
$117B
$774K 0.28%
3,425
-125
COF icon
73
Capital One
COF
$147B
$760K 0.27%
5,800
LMT icon
74
Lockheed Martin
LMT
$107B
$756K 0.27%
1,667
+67
WFC icon
75
Wells Fargo
WFC
$283B
$737K 0.26%
14,968
+897
1 2
3
4 5