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
101
$247K 0.12%
8,400
102
$247K 0.12%
30,900
103
$239K 0.12%
39,350
-2,000
104
$227K 0.11%
18,467
+94
105
$226K 0.11%
19,979
+133
106
$223K 0.11%
1,540
+350
107
$222K 0.11%
1,362
108
$221K 0.11%
1,800
109
$220K 0.11%
2,500
110
$220K 0.11%
23,862
111
$215K 0.11%
600
112
$214K 0.1%
11,734
+975
113
$213K 0.1%
520
114
$212K 0.1%
5,400
+4
115
$204K 0.1%
13,200
116
$198K 0.1%
2,644
-91
117
$196K 0.1%
+14,000
118
$192K 0.09%
10,007
119
$186K 0.09%
10,368
120
$184K 0.09%
5,925
+525
121
$184K 0.09%
1,700
122
$178K 0.09%
3,626
+8
123
$170K 0.08%
1,340
124
$166K 0.08%
+2,021
125
$165K 0.08%
2,175
+2
3 4
5
6 7