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
$214M
AUM Growth
-$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
665
New
Increased
Reduced
Closed

Top Buys

1
+$704K
2
+$559K
3
+$378K
4
COIN icon
Coinbase
COIN
+$289K
5
UNH icon
UnitedHealth
UNH
+$255K

Top Sells

1
+$517K
2
+$478K
3
+$107K
4
ABBV icon
AbbVie
ABBV
+$106K
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$90K

Sector Composition

1 Healthcare 20.78%
2 Technology 15.31%
3 Financials 14.75%
4 Consumer Discretionary 8.91%
5 Consumer Staples 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 5.95%
24,940
+500
2
$11M 5.15%
63,014
-498
3
$9.58M 4.48%
31,065
4
$8.75M 4.1%
24,795
-50
5
$7.3M 3.42%
27,300
6
$5.55M 2.6%
22,940
-100
7
$4.67M 2.18%
225,200
-300
8
$4.62M 2.16%
15,426
9
$4.13M 1.93%
29,600
+1,000
10
$3.72M 1.74%
6,457
11
$3.56M 1.67%
35,200
12
$3.53M 1.65%
63,294
-475
13
$3.38M 1.58%
19,075
14
$3.37M 1.58%
20,680
+560
15
$2.74M 1.28%
9,075
16
$2.7M 1.26%
19,697
+35
17
$2.59M 1.21%
29,707
-73
18
$2.59M 1.21%
9,120
19
$2.41M 1.13%
48,614
+608
20
$2.25M 1.06%
13,474
-150
21
$2.05M 0.96%
10,715
+1,050
22
$1.98M 0.93%
89,591
-21,595
23
$1.97M 0.92%
12,903
24
$1.97M 0.92%
117,925
25
$1.96M 0.92%
12,034
-660
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