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
$292M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1
+$871K
2
+$656K
3
+$639K
4
UMH
UMH Properties
UMH
+$374K
5
UPS icon
United Parcel Service
UPS
+$342K

Top Sells

1
+$536K
2
+$418K
3
+$347K
4
AZO icon
AutoZone
AZO
+$284K
5
STZ icon
Constellation Brands
STZ
+$266K

Sector Composition

1 Healthcare 18.04%
2 Financials 15.11%
3 Technology 12.33%
4 Consumer Discretionary 7.07%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JEPI icon
76
JPMorgan Equity Premium Income ETF
JEPI
$41.5B
$794K 0.27%
13,715
+785
ZBH icon
77
Zimmer Biomet
ZBH
$20.4B
$791K 0.27%
5,996
+200
NVDA icon
78
NVIDIA
NVDA
$4.45T
$782K 0.27%
8,650
-1,000
SKYY icon
79
First Trust Cloud Computing ETF
SKYY
$3.21B
$737K 0.25%
7,710
KIO
80
KKR Income Opportunities Fund
KIO
$474M
$717K 0.25%
52,976
-16,521
VTI icon
81
Vanguard Total Stock Market ETF
VTI
$549B
$685K 0.23%
2,637
LILAK icon
82
Liberty Latin America Class C
LILAK
$1.65B
$679K 0.23%
97,127
LBRDK icon
83
Liberty Broadband Class C
LBRDK
$8.32B
$650K 0.22%
11,360
LMT icon
84
Lockheed Martin
LMT
$118B
$645K 0.22%
1,417
-250
XOM icon
85
Exxon Mobil
XOM
$480B
$636K 0.22%
5,475
-850
PSLV icon
86
Sprott Physical Silver Trust
PSLV
$9.71B
$634K 0.22%
76,500
-1,500
WPC icon
87
W.P. Carey
WPC
$15B
$611K 0.21%
10,825
SPY icon
88
SPDR S&P 500 ETF Trust
SPY
$667B
$605K 0.21%
1,156
+141
DEO icon
89
Diageo
DEO
$54.5B
$580K 0.2%
3,900
UHAL icon
90
U-Haul Holding Co
UHAL
$10.4B
$579K 0.2%
8,570
GDX icon
91
VanEck Gold Miners ETF
GDX
$23.3B
$577K 0.2%
18,240
-300
TD icon
92
Toronto Dominion Bank
TD
$136B
$547K 0.19%
9,052
GGN
93
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$788M
$528K 0.18%
136,917
-9,429
BAM icon
94
Brookfield Asset Management
BAM
$88.1B
$518K 0.18%
12,307
+131
CMCSA icon
95
Comcast
CMCSA
$109B
$503K 0.17%
11,596
BHP icon
96
BHP
BHP
$144B
$502K 0.17%
8,700
-200
VYM icon
97
Vanguard High Dividend Yield ETF
VYM
$65.4B
$500K 0.17%
4,129
UMH
98
UMH Properties
UMH
$1.23B
$486K 0.17%
29,950
+23,000
JEPQ icon
99
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$30.9B
$482K 0.16%
8,885
-1,340
ARCC icon
100
Ares Capital
ARCC
$13.8B
$482K 0.16%
23,134
-1,750
2 3
4
5 6