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
76
$314K 0.23%
+1,000
77
$313K 0.23%
12,647
-9,800
78
$309K 0.22%
13,431
+898
79
$308K 0.22%
4,350
+875
80
$307K 0.22%
21,700
+18,000
81
$306K 0.22%
38,215
-1,284
82
$301K 0.22%
2,100
83
$301K 0.22%
8,632
+100
84
$299K 0.22%
7,052
85
$295K 0.21%
4,016
86
$292K 0.21%
3,125
87
$284K 0.2%
650
88
$280K 0.2%
38,262
+5,400
89
$272K 0.2%
20,161
90
$246K 0.18%
17,533
+7,300
91
$231K 0.17%
7,062
92
$229K 0.16%
25,540
-1,250
93
$228K 0.16%
8,369
94
$213K 0.15%
21,602
+348
95
$210K 0.15%
6,657
-147
96
$208K 0.15%
16,156
97
$199K 0.14%
15,200
98
$196K 0.14%
3,600
+2,250
99
$196K 0.14%
2,289
100
$194K 0.14%
1,600
2 3
4
5 6