HP
Highlander Partners Portfolio holdings
AUM
$260M
1-Year Return
40.48%
This Quarter Return
-4.53%
1 Year Return
+40.48%
3 Year Return
+185.21%
5 Year Return
–
10 Year Return
–
AUM
$79.7M
AUM Growth
-$2.26M
(-2.8%)
Cap. Flow
+$3.91M
Cap. Flow
% of AUM
4.9%
Top 10 Holdings %
Top 10 Hldgs %
86.49%
Holding
26
New
–
Increased
6
Reduced
3
Closed
3
Top Buys
| 1 |
Amazon
AMZN
|
$2.51M |
| 2 |
Full Truck Alliance
YMM
|
$1.8M |
| 3 |
Texas Capital Bancshares
TCBI
|
$1.43M |
| 4 |
Intel
INTC
|
$991K |
| 5 |
Vertiv
VRT
|
$700K |
Top Sells
| 1 |
Lowe's Companies
LOW
|
$1.67M |
| 2 |
RETA
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
|
$728K |
| 3 |
Alibaba
BABA
|
$544K |
| 4 |
NOA
North American Construction
NOA
|
$290K |
| 5 |
Casella Waste Systems
CWST
|
$219K |
Sector Composition
| 1 | Financials | 36.08% |
| 2 | Consumer Discretionary | 24.97% |
| 3 | Technology | 15.63% |
| 4 | Healthcare | 12.96% |
| 5 | Industrials | 5.93% |