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
176
$83K 0.04%
200
177
$82K 0.04%
6,520
178
$82K 0.04%
400
179
$82K 0.04%
100
180
$80K 0.04%
1,576
-100
181
$79K 0.04%
1,250
-1,200
182
$78K 0.04%
3,800
183
$78K 0.04%
+9,500
184
$77K 0.04%
+3,075
185
$76K 0.04%
2,200
186
$75K 0.04%
600
-50
187
$74K 0.04%
1,825
188
$74K 0.04%
2,000
189
$74K 0.04%
4,000
190
$73K 0.04%
500
191
$73K 0.04%
900
192
$70K 0.03%
1,000
193
$69K 0.03%
150
194
$69K 0.03%
3,094
195
$68K 0.03%
296
196
$66K 0.03%
1,410
-500
197
$66K 0.03%
+1,500
198
$64K 0.03%
550
199
$64K 0.03%
14,442
+7,221
200
$64K 0.03%
50
6 7
8
9 10