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
$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 Consumer Discretionary 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$57K 0.04%
4,750
177
$56K 0.04%
+700
178
$54K 0.04%
+800
179
$54K 0.04%
2,000
180
$51K 0.04%
750
181
$51K 0.04%
+10,150
182
$50K 0.04%
357
183
$50K 0.04%
500
184
$49K 0.04%
2,000
185
$48K 0.03%
+5,000
186
$48K 0.03%
+2,000
187
$47K 0.03%
500
188
$47K 0.03%
394
189
$47K 0.03%
+4,800
190
$46K 0.03%
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191
$46K 0.03%
50
192
$46K 0.03%
5,228
-468
193
$45K 0.03%
2,067
194
$45K 0.03%
800
195
$45K 0.03%
750
196
$44K 0.03%
+1,650
197
$44K 0.03%
300
198
$43K 0.03%
+300
199
$42K 0.03%
560
200
$42K 0.03%
3,035
6 7
8
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