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
$292M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,023
New
Increased
Reduced
Closed

Top Buys

1
+$871K
2
+$656K
3
+$639K
4
UMH
UMH Properties
UMH
+$374K
5
UPS icon
United Parcel Service
UPS
+$342K

Top Sells

1
+$536K
2
+$418K
3
+$347K
4
AZO icon
AutoZone
AZO
+$284K
5
STZ icon
Constellation Brands
STZ
+$266K

Sector Composition

1 Healthcare 18.04%
2 Financials 15.11%
3 Technology 12.33%
4 Consumer Discretionary 7.07%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MPW icon
151
Medical Properties Trust
MPW
$3.38B
$175K 0.06%
37,237
-1,500
CHTR icon
152
Charter Communications
CHTR
$25.9B
$174K 0.06%
600
HIG icon
153
Hartford Financial Services
HIG
$37.1B
$172K 0.06%
1,668
MA icon
154
Mastercard
MA
$497B
$170K 0.06%
353
NKE icon
155
Nike
NKE
$97B
$169K 0.06%
1,800
XLF icon
156
State Street Financial Select Sector SPDR ETF
XLF
$52.5B
$167K 0.06%
3,976
+3,460
AWP
157
abrdn Global Premier Properties Fund
AWP
$340M
$166K 0.06%
42,037
-1,043
HON icon
158
Honeywell
HON
$123B
$164K 0.06%
800
CL icon
159
Colgate-Palmolive
CL
$63B
$163K 0.06%
1,814
VXUS icon
160
Vanguard Total International Stock ETF
VXUS
$112B
$163K 0.06%
2,705
SYF icon
161
Synchrony
SYF
$28.5B
$159K 0.05%
3,683
GS icon
162
Goldman Sachs
GS
$251B
$159K 0.05%
380
AGNC icon
163
AGNC Investment
AGNC
$11.2B
$158K 0.05%
15,940
+1,200
MAS icon
164
Masco
MAS
$13.4B
$158K 0.05%
2,000
XLE icon
165
State Street Energy Select Sector SPDR ETF
XLE
$27.7B
$153K 0.05%
1,625
+1,025
CTVA icon
166
Corteva
CTVA
$44.1B
$153K 0.05%
2,648
YUM icon
167
Yum! Brands
YUM
$41.2B
$153K 0.05%
1,100
HPE icon
168
Hewlett Packard
HPE
$29.4B
$152K 0.05%
8,550
LAD icon
169
Lithia Motors
LAD
$7.9B
$150K 0.05%
500
GOAU icon
170
US Global GO Gold and Precious Metal Miners ETF
GOAU
$177M
$148K 0.05%
8,293
-700
BP icon
171
BP
BP
$95.1B
$146K 0.05%
3,872
-750
ET icon
172
Energy Transfer Partners
ET
$57.4B
$144K 0.05%
9,175
-1,000
NEM icon
173
Newmont
NEM
$97.8B
$140K 0.05%
3,913
+7
UMH.PRD
174
UMH Properties 6.375% Series D Preferred Stock
UMH.PRD
$221M
$137K 0.05%
6,074
+43
PSEC icon
175
Prospect Capital
PSEC
$1.25B
$136K 0.05%
24,615
5 6
7
8 9