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
$204M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1
+$942K
2
+$287K
3
+$260K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$210K
5
FRC
First Republic Bank
FRC
+$196K

Top Sells

1
+$403K
2
+$308K
3
+$246K
4
PEP icon
PepsiCo
PEP
+$109K
5
MRK icon
Merck
MRK
+$106K

Sector Composition

1 Healthcare 19.66%
2 Technology 13.28%
3 Financials 13.07%
4 Consumer Discretionary 8.02%
5 Consumer Staples 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$109K 0.05%
1,050
152
$107K 0.05%
3,683
153
$107K 0.05%
4,894
+43
154
$107K 0.05%
976
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155
$106K 0.05%
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156
$105K 0.05%
1,196
157
$103K 0.05%
320
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158
$100K 0.05%
1,985
+500
159
$100K 0.05%
991
160
$98K 0.05%
300
161
$98K 0.05%
8,600
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162
$96K 0.05%
969
163
$96K 0.05%
7,000
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164
$96K 0.05%
750
165
$93K 0.05%
405
166
$92K 0.05%
253
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167
$89K 0.04%
1,995
-50
168
$88K 0.04%
4,660
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169
$87K 0.04%
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170
$87K 0.04%
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171
$86K 0.04%
2,500
172
$84K 0.04%
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173
$83K 0.04%
1,200
174
$83K 0.04%
2,050
175
$83K 0.04%
1,850
+250
5 6
7
8 9