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
$186M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.38M
3
+$354K
4
ZTS icon
Zoetis
ZTS
+$223K
5
GNRC icon
Generac Holdings
GNRC
+$210K

Top Sells

1
+$1.54M
2
+$588K
3
+$562K
4
SIVB
SVB Financial Group
SIVB
+$559K
5
T icon
AT&T
T
+$552K

Sector Composition

1 Healthcare 21.8%
2 Financials 13.45%
3 Technology 13.31%
4 Consumer Discretionary 8.71%
5 Consumer Staples 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.9M 6.95%
25,140
+200
2
$8.33M 4.48%
60,916
-2,098
3
$7.39M 3.98%
28,775
-2,290
4
$6.76M 3.64%
24,745
-50
5
$5.58M 3%
22,940
6
$5.43M 2.92%
27,300
7
$4.25M 2.28%
15,476
+50
8
$3.73M 2.01%
226,450
+1,250
9
$3.4M 1.83%
19,125
+50
10
$3.31M 1.78%
30,240
+640
11
$3.13M 1.69%
6,537
+80
12
$3.02M 1.63%
32,600
-2,600
13
$2.71M 1.46%
63,594
+300
14
$2.65M 1.42%
30,010
+303
15
$2.25M 1.21%
13,474
16
$2.24M 1.21%
9,120
17
$2.03M 1.09%
48,627
+13
18
$2.02M 1.09%
18,980
-1,700
19
$1.9M 1.02%
30,230
20
$1.87M 1%
19,772
+75
21
$1.85M 1%
12,903
22
$1.82M 0.98%
9,075
23
$1.78M 0.96%
7,207
-100
24
$1.77M 0.96%
90,327
+736
25
$1.74M 0.94%
12,034
1
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