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
$233M
AUM Growth
+$45.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$57.6M
2
+$9M
3
+$8.64M
4
AMD icon
Advanced Micro Devices
AMD
+$7.18M
5
LAES icon
SEALSQ Corp
LAES
+$4.6M

Top Sells

1
+$18.4M
2
+$17.1M
3
+$6.69M
4
FUTU icon
Futu Holdings
FUTU
+$5.48M
5
PDD icon
Pinduoduo
PDD
+$3.72M

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 0.11%
+2,500
27
$285K 0.1%
+4,405
28
$275K 0.1%
+489
29
$267K 0.1%
+5,230
30
$260K 0.1%
+9,370
31
$215K 0.08%
+3,280
32
– –
-19,200
33
– –
-87,100
34
– –
-105,775
35
– –
-108,530
36
– –
0
37
– –
-1,200
1
2