HP

Highlander Partners Portfolio holdings

AUM $260M
1-Year Est. Return 40.48%
This Quarter Est. Return
1 Year Est. Return
+40.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$162K

Top Sells

1
+$4.54M
2
+$4.02M
3
+$815K
4
GXO icon
GXO Logistics
GXO
+$234K
5
BABA icon
Alibaba
BABA
+$219K

Sector Composition

1 Industrials 29.65%
2 Technology 25.41%
3 Financials 22.68%
4 Consumer Discretionary 12.97%
5 Healthcare 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$335K 0.19%
17,080
27
$329K 0.19%
20,300
+10,000
28
$328K 0.19%
3,300
29
$322K 0.18%
550
30
$306K 0.17%
14,000
31
$301K 0.17%
2,500
32
$281K 0.16%
1,160
33
$277K 0.16%
2,360
34
$276K 0.16%
15,000
35
$243K 0.14%
625
36
$234K 0.13%
6,100
37
$221K 0.13%
700
38
$215K 0.12%
2,000
39
$201K 0.11%
1,000
40
– –
-127,600
41
– –
-2,200
42
– –
-4,000
1
2