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
LILAK icon
76
Liberty Latin America Class C
LILAK
$1.77B
$713K 0.25%
97,127
-10,600
JEPI icon
77
JPMorgan Equity Premium Income ETF
JEPI
$41.2B
$711K 0.25%
12,930
+1,530
ZBH icon
78
Zimmer Biomet
ZBH
$18.4B
$705K 0.25%
5,796
WPC icon
79
W.P. Carey
WPC
$14.3B
$702K 0.25%
10,825
-227
GE icon
80
GE Aerospace
GE
$304B
$695K 0.25%
6,825
+251
SKYY icon
81
First Trust Cloud Computing ETF
SKYY
$3.16B
$676K 0.24%
7,710
-500
TEVA icon
82
Teva Pharmaceuticals
TEVA
$32.3B
$656K 0.23%
62,850
-500
XOM icon
83
Exxon Mobil
XOM
$492B
$632K 0.23%
6,325
+150
PSLV icon
84
Sprott Physical Silver Trust
PSLV
$11.2B
$630K 0.22%
78,000
-3,500
VTI icon
85
Vanguard Total Stock Market ETF
VTI
$569B
$626K 0.22%
2,637
UHAL icon
86
U-Haul Holding Co
UHAL
$10.1B
$615K 0.22%
8,570
-50
BHP icon
87
BHP
BHP
$148B
$608K 0.22%
8,900
-375
TD icon
88
Toronto Dominion Bank
TD
$149B
$585K 0.21%
9,052
GDX icon
89
VanEck Gold Miners ETF
GDX
$23.4B
$575K 0.2%
18,540
+87
DEO icon
90
Diageo
DEO
$48.2B
$568K 0.2%
3,900
-150
GGN
91
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$794M
$550K 0.2%
146,346
-7,410
JEPQ icon
92
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$32.2B
$511K 0.18%
10,225
-550
CMCSA icon
93
Comcast
CMCSA
$98.9B
$508K 0.18%
11,596
-800
ARCC icon
94
Ares Capital
ARCC
$15.1B
$498K 0.18%
24,884
-50
BAM icon
95
Brookfield Asset Management
BAM
$84.5B
$492K 0.18%
12,176
SPY icon
96
SPDR S&P 500 ETF Trust
SPY
$704B
$482K 0.17%
1,015
+23
NVDA icon
97
NVIDIA
NVDA
$4.45T
$478K 0.17%
9,650
WH icon
98
Wyndham Hotels & Resorts
WH
$5.43B
$476K 0.17%
5,925
+2
STT icon
99
State Street
STT
$34.5B
$463K 0.17%
5,982
-197
VYM icon
100
Vanguard High Dividend Yield ETF
VYM
$68.7B
$461K 0.16%
4,129
2 3
4
5 6