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
Energy Select Sector SPDR Fund
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
1
$6.09M 4.38%
24,440
2
$4.93M 3.55%
31,265
-250
3
$4.76M 3.42%
26,020
+1,125
4
$4.67M 3.36%
23,040
5
$4.6M 3.31%
72,384
-2,676
6
$4.54M 3.27%
27,300
7
$2.73M 1.96%
14,600
+4,325
8
$2.61M 1.88%
44,055
-250
9
$2.56M 1.84%
19,550
+150
10
$2.5M 1.8%
63,619
-3,500
11
$2.44M 1.75%
25,000
-100
12
$2.1M 1.51%
36,060
+1,000
13
$2.08M 1.49%
21,487
+7,295
14
$1.81M 1.3%
6,357
+150
15
$1.64M 1.18%
13,624
16
$1.59M 1.14%
47,159
+12
17
$1.53M 1.1%
10,275
+1,900
18
$1.49M 1.07%
9,000
19
$1.4M 1%
12,703
20
$1.4M 1%
19,000
+1,500
21
$1.38M 0.99%
127,925
22
$1.38M 0.99%
10,625
23
$1.36M 0.98%
30,680
-899
24
$1.29M 0.93%
14,299
-1,100
25
$1.23M 0.89%
13,656
1
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