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
201
$42K 0.03%
236
+50
202
$41K 0.03%
+500
203
$40K 0.03%
230
204
$40K 0.03%
3,500
205
$39K 0.03%
2,750
206
$39K 0.03%
296
207
$39K 0.03%
1,280
208
$39K 0.03%
+300
209
$38K 0.03%
300
210
$38K 0.03%
200
211
$38K 0.03%
4,250
+250
212
$37K 0.03%
260
213
$37K 0.03%
14,150
214
$36K 0.03%
7,551
215
$36K 0.03%
327
216
$35K 0.03%
400
217
$34K 0.02%
2,000
218
$34K 0.02%
150
219
$34K 0.02%
2,000
220
$33K 0.02%
200
221
$32K 0.02%
1,500
222
$32K 0.02%
200
-400
223
$31K 0.02%
+38,523
224
$30K 0.02%
969
-150
225
$29K 0.02%
1,000
7 8
9
10 11