HP
Highlander Partners Portfolio holdings
AUM
$260M
This Quarter Return
-6.26%
1 Year Return
+40.48%
3 Year Return
+185.21%
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(-8.2%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
7.63%
Top 10 Holdings %
Top 10 Hldgs %
82.31%
Holding
45
New
6
Increased
–
Reduced
2
Closed
–
Top Buys
| 1 |
Alibaba
BABA
|
$11.5M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.71M |
| 3 |
Dorchester Minerals
DMLP
|
$995K |
| 4 |
Neogen
NEOG
|
$867K |
| 5 |
iShares China Large-Cap ETF
FXI
|
$215K |
Top Sells
| 1 |
Vertiv
VRT
|
$1.81M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.4M |
Sector Composition
| 1 | Technology | 27.53% |
| 2 | Financials | 21.32% |
| 3 | Industrials | 20.65% |
| 4 | Consumer Discretionary | 19.4% |
| 5 | Healthcare | 4.79% |
