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
$200M
AUM Growth
+$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1
+$812K
2
+$736K
3
+$497K
4
WPC icon
W.P. Carey
WPC
+$457K
5
ABNB icon
Airbnb
ABNB
+$383K

Top Sells

1
+$763K
2
+$625K
3
+$468K
4
AZO icon
AutoZone
AZO
+$447K
5
GE icon
GE Aerospace
GE
+$439K

Sector Composition

1 Healthcare 20.57%
2 Technology 14.48%
3 Financials 14.44%
4 Consumer Discretionary 8.32%
5 Communication Services 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.79M 4.89%
24,440
2
$9M 4.5%
65,711
-2,549
3
$8.42M 4.2%
31,065
4
$7.09M 3.54%
27,300
5
$6.99M 3.49%
25,145
-825
6
$5.62M 2.81%
23,040
7
$5.05M 2.52%
15,825
8
$3.73M 1.87%
29,800
-2,960
9
$3.45M 1.72%
19,617
-200
10
$3.44M 1.72%
64,869
-575
11
$3.23M 1.62%
19,625
12
$3.13M 1.56%
228,800
+3,800
13
$3.06M 1.53%
36,700
14
$2.89M 1.44%
9,400
-75
15
$2.78M 1.39%
9,075
16
$2.53M 1.27%
10,575
+350
17
$2.52M 1.26%
6,357
18
$2.46M 1.23%
47,986
+1,409
19
$2.42M 1.21%
26,725
+750
20
$2.27M 1.14%
113,320
+453
21
$2.18M 1.09%
13,999
-400
22
$2.15M 1.07%
122,925
23
$2.03M 1.01%
93,363
-1,128
24
$2.02M 1.01%
13,624
25
$1.98M 0.99%
15,956
+150
1
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