HCM
Highlander Capital Management Portfolio holdings
AUM
$292M
1-Year Return
22.24%
This Quarter Return
-12%
1 Year Return
+22.24%
3 Year Return
+34.2%
5 Year Return
+97.68%
10 Year Return
+157.61%
AUM
$186M
AUM Growth
-$27.9M
(-13%)
Cap. Flow
-$16.1M
Cap. Flow
% of AUM
-8.69%
Top 10 Holdings %
Top 10 Hldgs %
32.87%
Holding
690
New
21
Increased
74
Reduced
48
Closed
24
Top Buys
| 1 |
U-Haul Holding Co
UHAL
|
$1.43M |
| 2 |
Warner Bros
WBD
|
$1.38M |
| 3 |
Orion
OEC
|
$354K |
| 4 |
Zoetis
ZTS
|
$223K |
| 5 |
Generac Holdings
GNRC
|
$210K |
Top Sells
| 1 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$1.54M |
| 2 |
Microsoft
MSFT
|
$588K |
| 3 |
IBM
IBM
|
$562K |
| 4 |
SIVB
SVB Financial Group
SIVB
|
$559K |
| 5 |
AT&T
T
|
$552K |
Sector Composition
| 1 | Healthcare | 21.8% |
| 2 | Financials | 13.45% |
| 3 | Technology | 13.31% |
| 4 | Consumer Discretionary | 8.71% |
| 5 | Consumer Staples | 8% |
