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
76
$527K 0.26%
1,507
+84
77
$527K 0.26%
27,668
-166
78
$521K 0.26%
6,866
79
$519K 0.25%
141,668
+545
80
$512K 0.25%
6,709
-3,228
81
$497K 0.24%
11,025
+4,050
82
$484K 0.24%
54,650
83
$472K 0.23%
12,637
-200
84
$465K 0.23%
6,950
+100
85
$452K 0.22%
11,614
+200
86
$447K 0.22%
11,796
87
$447K 0.22%
7,495
88
$422K 0.21%
7,052
89
$402K 0.2%
5,920
+2
90
$394K 0.19%
12,173
-425
91
$368K 0.18%
2,800
+200
92
$366K 0.18%
3,468
-691
93
$354K 0.17%
36,748
-2,518
94
$344K 0.17%
3,000
+2,500
95
$340K 0.17%
1,375
96
$316K 0.15%
1,400
-200
97
$301K 0.15%
2,832
-1,000
98
$279K 0.14%
6,400
99
$275K 0.13%
5,718
100
$271K 0.13%
10,000
2 3
4
5 6