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
$191M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$1.08M
3
+$783K
4
RILYK icon
B. Riley Financial 5.50% Senior Notes due 2026
RILYK
+$701K
5
SJI
South Jersey Industries, Inc.
SJI
+$677K

Top Sells

1
+$2.53M
2
+$916K
3
+$806K
4
DKNG icon
DraftKings
DKNG
+$591K
5
RTX icon
RTX Corp
RTX
+$532K

Sector Composition

1 Healthcare 20.52%
2 Financials 14.47%
3 Technology 13.52%
4 Consumer Discretionary 9.02%
5 Communication Services 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$130K 0.07%
1,200
152
$128K 0.07%
9,250
-29,099
153
$119K 0.06%
500
-3,850
154
$117K 0.06%
893
155
$115K 0.06%
350
+200
156
$114K 0.06%
10,150
157
$113K 0.06%
19,026
158
$112K 0.06%
400
+200
159
$110K 0.06%
1,975
-75
160
$110K 0.06%
2,000
161
$109K 0.06%
1,000
162
$107K 0.06%
2,000
163
$107K 0.06%
300
164
$107K 0.06%
2,095
165
$106K 0.06%
750
166
$106K 0.06%
5,500
167
$105K 0.05%
6,000
168
$103K 0.05%
+550
169
$102K 0.05%
320
+70
170
$99K 0.05%
2,975
171
$99K 0.05%
750
172
$97K 0.05%
900
-650
173
$96K 0.05%
12,500
174
$95K 0.05%
7,500
175
$92K 0.05%
250
5 6
7
8 9