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
$216M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$554K
2
+$306K
3
+$274K
4
WBD icon
Warner Bros
WBD
+$239K
5
JPM icon
JPMorgan Chase
JPM
+$145K

Top Sells

1
+$383K
2
+$296K
3
+$285K
4
GE icon
GE Aerospace
GE
+$207K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$206K

Sector Composition

1 Healthcare 19.09%
2 Technology 14.23%
3 Financials 13.48%
4 Consumer Discretionary 8.22%
5 Consumer Staples 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$61K 0.03%
350
202
$61K 0.03%
1,500
203
$61K 0.03%
992
204
$60K 0.03%
335
205
$60K 0.03%
6,520
206
$60K 0.03%
800
207
$60K 0.03%
225
208
$58K 0.03%
800
209
$57K 0.03%
3,000
210
$57K 0.03%
1,000
-250
211
$56K 0.03%
850
212
$54K 0.03%
1,080
213
$54K 0.03%
5,770
214
$54K 0.03%
+2,250
215
$52K 0.02%
3,532
216
$52K 0.02%
3,200
+700
217
$52K 0.02%
+8,860
218
$51K 0.02%
1,500
219
$51K 0.02%
1,900
+1,713
220
$51K 0.02%
2,000
221
$51K 0.02%
3,481
222
$49K 0.02%
+3,350
223
$49K 0.02%
3,350
+2,350
224
$49K 0.02%
600
225
$48K 0.02%
226
7 8
9
10 11