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
GNRC icon
126
Generac Holdings
GNRC
$9.68B
$246K 0.09%
1,900
MS icon
127
Morgan Stanley
MS
$283B
$242K 0.09%
2,600
CG icon
128
Carlyle Group
CG
$20.3B
$235K 0.08%
5,765
-350
PFS icon
129
Provident Financial Services
PFS
$2.64B
$235K 0.08%
13,007
KDP icon
130
Keurig Dr Pepper
KDP
$39.3B
$233K 0.08%
7,000
CHTR icon
131
Charter Communications
CHTR
$26.2B
$233K 0.08%
600
GEHC icon
132
GE HealthCare
GEHC
$38.4B
$232K 0.08%
2,997
+200
XLP icon
133
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$216K 0.08%
2,997
+9
FLG
134
Flagstar Bank National Association
FLG
$5.26B
$215K 0.08%
7,000
+1,067
TNL icon
135
Travel + Leisure Co
TNL
$4.35B
$212K 0.08%
5,413
+4
PHYS icon
136
Sprott Physical Gold
PHYS
$15.3B
$210K 0.07%
13,200
VMI icon
137
Valmont Industries
VMI
$8.27B
$210K 0.07%
900
PSX icon
138
Phillips 66
PSX
$56B
$208K 0.07%
1,560
PEG icon
139
Public Service Enterprise Group
PEG
$39.5B
$204K 0.07%
3,336
COP icon
140
ConocoPhillips
COP
$115B
$198K 0.07%
1,707
NKE icon
141
Nike
NKE
$94.5B
$195K 0.07%
1,800
BAX icon
142
Baxter International
BAX
$9.45B
$190K 0.07%
4,925
MPW icon
143
Medical Properties Trust
MPW
$3.29B
$190K 0.07%
38,737
-1,400
PGX icon
144
Invesco Preferred ETF
PGX
$3.88B
$190K 0.07%
16,552
OKE icon
145
Oneok
OKE
$47B
$189K 0.07%
2,688
C icon
146
Citigroup
C
$195B
$184K 0.07%
3,584
+600
V icon
147
Visa
V
$631B
$182K 0.06%
700
MTB icon
148
M&T Bank
MTB
$30.1B
$180K 0.06%
1,313
DVN icon
149
Devon Energy
DVN
$23.6B
$173K 0.06%
3,819
+250
HON icon
150
Honeywell
HON
$121B
$168K 0.06%
800