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
$82M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$9.29M
3
+$6.82M
4
YMM icon
Full Truck Alliance
YMM
+$6.68M
5
BMY icon
Bristol-Myers Squibb
BMY
+$6.24M

Top Sells

No sells this quarter

Sector Composition

1 Financials 35.22%
2 Consumer Discretionary 25.68%
3 Technology 14.44%
4 Healthcare 11.43%
5 Industrials 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 22.09%
+140,000
2
$9.29M 11.32%
+55,700
3
$6.82M 8.32%
+57,400
4
$6.68M 8.15%
+798,000
5
$6.24M 7.6%
+100,000
6
$6.09M 7.43%
+244,031
7
$4.59M 5.6%
+29,000
8
$4.52M 5.51%
+75,000
9
$4.26M 5.2%
+16,500
10
$3.1M 3.78%
+15,000
11
$2.06M 2.51%
+40,000
12
$1.97M 2.4%
+4,144
13
$1.96M 2.39%
+122,980
14
$987K 1.2%
+22
15
$811K 0.99%
+9,500
16
$749K 0.91%
+23,009
17
$728K 0.89%
+27,600
18
$586K 0.71%
+23,435
19
$451K 0.55%
+2,500
20
$396K 0.48%
+1,325
21
$351K 0.43%
+199
22
$337K 0.41%
+535
23
$290K 0.35%
+19,186
24
$274K 0.33%
+270
25
$250K 0.3%
+2,360
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