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
$216M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$554K
2
+$306K
3
+$274K
4
WBD icon
Warner Bros
WBD
+$239K
5
JPM icon
JPMorgan Chase
JPM
+$145K

Top Sells

1
+$383K
2
+$296K
3
+$285K
4
GE icon
GE Aerospace
GE
+$207K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$206K

Sector Composition

1 Healthcare 19.09%
2 Technology 14.23%
3 Financials 13.48%
4 Consumer Discretionary 8.22%
5 Consumer Staples 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 5.76%
25,840
+300
2
$11.8M 5.45%
60,619
+228
3
$9.87M 4.57%
28,975
+200
4
$8.57M 3.97%
25,125
+175
5
$8.33M 3.86%
27,300
6
$5.03M 2.33%
22,640
7
$4.75M 2.2%
15,301
8
$4.18M 1.94%
235,700
-600
9
$3.56M 1.65%
9,120
10
$3.47M 1.61%
6,437
11
$3.46M 1.61%
28,640
-1,700
12
$3.17M 1.47%
29,947
-272
13
$3.1M 1.44%
9,075
14
$2.96M 1.37%
57,144
-1,400
15
$2.57M 1.19%
37,150
+1,000
16
$2.47M 1.15%
11,715
+400
17
$2.33M 1.08%
12,574
18
$2.31M 1.07%
13,975
-550
19
$2.29M 1.06%
17,540
+60
20
$2.25M 1.04%
50,533
+1,016
21
$2.09M 0.97%
7,010
-199
22
$2.08M 0.96%
14,280
+1,000
23
$2.01M 0.93%
14,784
-256
24
$1.96M 0.91%
12,903
25
$1.9M 0.88%
31,580
+2,200
1
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