HCM
Highlander Capital Management Portfolio holdings
AUM
$292M
1-Year Return
22.24%
This Quarter Return
+6.75%
1 Year Return
+22.24%
3 Year Return
+34.2%
5 Year Return
+97.68%
10 Year Return
+157.61%
AUM
$292M
AUM Growth
+$11.5M
(+4.1%)
Cap. Flow
-$42M
Cap. Flow
% of AUM
-14.37%
Top 10 Holdings %
Top 10 Hldgs %
30.37%
Holding
1,023
New
20
Increased
66
Reduced
130
Closed
38
Top Buys
| 1 |
Chevron
CVX
|
+$871K |
| 2 |
Pfizer
PFE
|
+$656K |
| 3 |
EOG Resources
EOG
|
+$639K |
| 4 |
UMH
UMH Properties
UMH
|
+$374K |
| 5 |
United Parcel Service
UPS
|
+$342K |
Top Sells
| 1 |
Apple
AAPL
|
+$536K |
| 2 |
Meta Platforms (Facebook)
META
|
+$418K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$347K |
| 4 |
AutoZone
AZO
|
+$284K |
| 5 |
Constellation Brands
STZ
|
+$266K |
Sector Composition
| 1 | Healthcare | 18.04% |
| 2 | Financials | 15.11% |
| 3 | Technology | 12.33% |
| 4 | Consumer Discretionary | 7.07% |
| 5 | Industrials | 6.77% |
