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
$281M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,043
New
Increased
Reduced
Closed

Top Buys

1 +$1.42M
2 +$445K
3 +$366K
4
VSTS icon
Vestis
VSTS
+$332K
5
UTG icon
Reaves Utility Income Fund
UTG
+$332K

Top Sells

1 +$629K
2 +$412K
3 +$405K
4
MTG icon
MGIC Investment
MTG
+$383K
5
HD icon
Home Depot
HD
+$191K

Sector Composition

1 Healthcare 17.7%
2 Financials 14.85%
3 Technology 12.94%
4 Consumer Discretionary 6.88%
5 Industrials 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GSBD icon
201
Goldman Sachs BDC
GSBD
$1.15B
$103K 0.04%
7,000
PDI icon
202
PIMCO Dynamic Income Fund
PDI
$7.54B
$102K 0.04%
5,700
+780
UYG icon
203
ProShares Ultra Financials
UYG
$842M
$102K 0.04%
1,850
AEM icon
204
Agnico Eagle Mines
AEM
$83.2B
$102K 0.04%
1,859
ITB icon
205
iShares US Home Construction ETF
ITB
$2.71B
$102K 0.04%
1,000
CFG icon
206
Citizens Financial Group
CFG
$24B
$101K 0.04%
3,056
+500
AOS icon
207
A.O. Smith
AOS
$9.31B
$98.9K 0.04%
1,200
OCFC icon
208
OceanFirst Financial
OCFC
$1.13B
$97.3K 0.03%
5,606
GLW icon
209
Corning
GLW
$75.8B
$97.1K 0.03%
3,190
+1,750
SBUX icon
210
Starbucks
SBUX
$95.9B
$96K 0.03%
1,000
MO icon
211
Altria Group
MO
$97.2B
$90.2K 0.03%
2,237
DUK icon
212
Duke Energy
DUK
$90B
$90.2K 0.03%
929
SRE icon
213
Sempra
SRE
$58.4B
$89.7K 0.03%
1,200
REGN icon
214
Regeneron Pharmaceuticals
REGN
$74.7B
$87.8K 0.03%
100
ARKK icon
215
ARK Innovation ETF
ARKK
$7.67B
$86.4K 0.03%
1,650
-350
BXSL icon
216
Blackstone Secured Lending
BXSL
$6.55B
$85K 0.03%
3,075
OGN icon
217
Organon & Co
OGN
$1.9B
$84.7K 0.03%
5,877
+5,075
CARR icon
218
Carrier Global
CARR
$45.1B
$84.6K 0.03%
1,473
VEA icon
219
Vanguard FTSE Developed Markets ETF
VEA
$187B
$80.1K 0.03%
+1,673
WNEB icon
220
Western New England Bancorp
WNEB
$261M
$79.7K 0.03%
8,860
RF icon
221
Regions Financial
RF
$23.1B
$77.5K 0.03%
4,000
VCSH icon
222
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$77.4K 0.03%
1,000
BBHY icon
223
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$642M
$76.9K 0.03%
1,675
GD icon
224
General Dynamics
GD
$90.4B
$76.9K 0.03%
296
FDX icon
225
FedEx
FDX
$65.5B
$75.9K 0.03%
300