HVCM

Hel Ved Capital Management Portfolio holdings

AUM $289M
1-Year Est. Return 104.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+104.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$45.2M
2
+$10M
3
+$7.6M
4
AMD icon
Advanced Micro Devices
AMD
+$6.56M
5
TER icon
Teradyne
TER
+$3.43M

Top Sells

1
+$15.7M
2
+$15M
3
+$6.69M
4
FUTU icon
Futu Holdings
FUTU
+$5.48M
5
PDD icon
Pinduoduo
PDD
+$3.7M

Sector Composition

1 Technology 68.84%
2 Communication Services 19.77%
3 Consumer Discretionary 9.65%
4 Healthcare 1.03%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$298K 0.13%
+2,500
27
$285K 0.12%
+4,405
28
$275K 0.12%
+2,445
29
$267K 0.11%
+5,230
30
$260K 0.11%
+9,370
31
$215K 0.09%
+3,280
32
– –
-108,530
33
– –
-19,200
34
– –
-87,100
35
– –
-105,775
36
– –
0
37
– –
-1,200
1
2