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
$144M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$1.5M
3
+$1.18M
4
YMM icon
Full Truck Alliance
YMM
+$1.09M
5
MPLX icon
MPLX
MPLX
+$595K

Top Sells

1
+$3.61M
2
+$3.08M
3
+$2.7M
4
LOW icon
Lowe's Companies
LOW
+$1.84M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$1.75M

Sector Composition

1 Industrials 29.14%
2 Technology 24.82%
3 Financials 24.33%
4 Consumer Discretionary 12.89%
5 Healthcare 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.6M 23.28%
411,241
2
$21.4M 14.85%
164,000
+9,000
3
$18.4M 12.74%
101,900
4
$10.8M 7.5%
1,488,237
+150,000
5
$7.46M 5.17%
160,500
+32,300
6
$6.49M 4.5%
105,436
7
$6.44M 4.47%
41,200
8
$5.27M 3.65%
81,800
9
$5.18M 3.59%
127,600
10
$5.14M 3.57%
28,500
-20,000
11
$3.69M 2.55%
+370,000
12
$3.24M 2.25%
65,000
13
$3.21M 2.23%
6,144
14
$3.09M 2.14%
122,980
15
$1.66M 1.15%
900,000
16
$845K 0.59%
2,050
+725
17
$595K 0.41%
+14,291
18
$593K 0.41%
6,000
19
$505K 0.35%
1,000
20
$502K 0.35%
280
21
$428K 0.3%
+3,300
22
$413K 0.29%
+1,050
23
$411K 0.28%
535
24
$394K 0.27%
+1,500
25
$393K 0.27%
+14,000
1
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