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
101
$192K 0.14%
7,150
-6,000
102
$190K 0.14%
1,990
-1,600
103
$184K 0.13%
1,659
-1,963
104
$183K 0.13%
+5,000
105
$178K 0.13%
14,604
+1,300
106
$177K 0.13%
1,674
+53
107
$170K 0.12%
+13,750
108
$170K 0.12%
22,734
+28
109
$166K 0.12%
2,050
110
$162K 0.12%
30,900
+2,800
111
$160K 0.12%
2,996
+5
112
$160K 0.12%
5,555
113
$158K 0.11%
17,153
+67
114
$154K 0.11%
8,700
115
$153K 0.11%
2,807
+10
116
$153K 0.11%
5,437
+4
117
$149K 0.11%
1,800
118
$149K 0.11%
3,297
-95
119
$146K 0.11%
8,400
120
$145K 0.1%
11,018
+1,000
121
$145K 0.1%
6,665
+7
122
$144K 0.1%
10,056
+17
123
$134K 0.1%
2,800
124
$132K 0.09%
1,814
125
$128K 0.09%
2,800
+1,500
3 4
5
6 7