FCM

Firsthand Capital Management Portfolio holdings

AUM $55.6M
1-Year Est. Return 75.1%
This Quarter Est. Return
1 Year Est. Return
+75.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.1M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$1.67M
3
+$199K
4
TMPO
Tempo Automation Holdings, Inc. Common Stock
TMPO
+$131K
5
SEDG icon
SolarEdge
SEDG
+$86.9K

Top Sells

1
+$3.18M
2
+$2.8M
3
+$1.6M
4
LSAK icon
Lesaka Technologies
LSAK
+$117K
5
SWVLW icon
Swvl Holdings Corp Warrant
SWVLW
+$131

Sector Composition

1 Technology 60.71%
2 Communication Services 13.54%
3 Industrials 10.43%
4 Consumer Discretionary 5.91%
5 Consumer Staples 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$552K 0.77%
29,931
27
$501K 0.7%
200,000
28
$420K 0.58%
3,000
-20,000
29
$376K 0.52%
16,460
30
$310K 0.43%
35,000
31
$265K 0.37%
5,000
32
$251K 0.35%
15,000
33
$229K 0.32%
7,000
34
$228K 0.32%
60,000
35
$215K 0.3%
12,259
36
$194K 0.27%
1,598
37
$145K 0.2%
5,565
38
$140K 0.19%
34,286
39
$131K 0.18%
+520,000
40
$122K 0.17%
10,000
41
$57.5K 0.08%
+6,600
42
$40.6K 0.06%
+1,000
43
$25.1K 0.03%
+1,400
44
$17.9K 0.02%
580
45
$14.8K 0.02%
+5,800
46
$10.9K 0.02%
+6,800
47
$168 ﹤0.01%
11,600
48
– –
-30,000
49
– –
-20,000
50
– –
-100,000
1
2
3