HVCM

Hel Ved Capital Management Portfolio holdings

AUM $222M
1-Year Est. Return 35.69%
This Quarter Est. Return
1 Year Est. Return
+35.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$41.8M
2 +$17.2M
3 +$13.2M
4
BZ icon
Kanzhun
BZ
+$12.8M
5
NVDA icon
NVIDIA
NVDA
+$6.96M

Top Sells

1 +$32.2M
2 +$28.2M
3 +$13.5M
4
QCOM icon
Qualcomm
QCOM
+$5.62M
5
PDD icon
Pinduoduo
PDD
+$5.56M

Sector Composition

1 Technology 52.87%
2 Communication Services 24.98%
3 Consumer Discretionary 17.64%
4 Financials 2.93%
5 Healthcare 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-110,000