HCM

Highlander Capital Management Portfolio holdings

AUM $292M
1-Year Est. Return 22.24%
This Fund
S&P 500
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 Communication Services 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$81K 0.06%
19,026
+9,292
152
$80K 0.06%
893
153
$79K 0.06%
4,100
154
$77K 0.06%
10,500
+750
155
$77K 0.06%
500
156
$77K 0.06%
+300
157
$73K 0.05%
4,925
158
$72K 0.05%
485
159
$72K 0.05%
300
160
$72K 0.05%
1,007
161
$70K 0.05%
5,650
+2,150
162
$70K 0.05%
700
163
$69K 0.05%
116
-31
164
$68K 0.05%
2,000
165
$68K 0.05%
5,770
166
$67K 0.05%
+3,700
167
$65K 0.05%
230
168
$65K 0.05%
6,000
169
$63K 0.05%
1,200
+300
170
$63K 0.05%
6,000
171
$61K 0.04%
2,800
+500
172
$60K 0.04%
700
173
$59K 0.04%
3,250
-500
174
$59K 0.04%
3,683
175
$57K 0.04%
3,239
5 6
7
8 9