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
State Street Energy Select Sector SPDR ETF
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
126
$128K 0.09%
5,250
127
$127K 0.09%
3,295
128
$127K 0.09%
3,700
129
$126K 0.09%
1,362
130
$120K 0.09%
1,814
+95
131
$120K 0.09%
17,099
+4,931
132
$113K 0.08%
+4,050
133
$111K 0.08%
2,917
134
$110K 0.08%
819
135
$109K 0.08%
2,900
136
$109K 0.08%
3,332
137
$104K 0.07%
2,450
138
$102K 0.07%
2,410
-400
139
$100K 0.07%
5,329
-450
140
$99K 0.07%
9,520
141
$96K 0.07%
1,000
-500
142
$95K 0.07%
5,500
143
$91K 0.07%
825
+250
144
$85K 0.06%
250
-100
145
$85K 0.06%
2,500
146
$83K 0.06%
3,575
147
$83K 0.06%
19,625
148
$82K 0.06%
1,550
149
$82K 0.06%
8,400
150
$82K 0.06%
1,200
4 5
6
7 8