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
$338M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$33.1M
3
+$16.4M
4
MARA icon
Marathon Digital Holdings
MARA
+$11.5M
5
SLAB icon
Silicon Laboratories
SLAB
+$7.04M

Top Sells

1
+$41.3M
2
+$23.5M
3
+$21.1M
4
CLS icon
Celestica
CLS
+$15M
5
TAL icon
TAL Education Group
TAL
+$13M

Sector Composition

1 Technology 46.5%
2 Consumer Discretionary 16.56%
3 Communication Services 16.15%
4 Financials 15.76%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.75M 0.79%
57,572
+47,787
27
$2.45M 0.71%
44,885
+150
28
$2.44M 0.7%
3,448
+398
29
$2.19M 0.63%
63,250
+28,950
30
$2.05M 0.59%
+27,010
31
$1.92M 0.55%
+15,080
32
$1.9M 0.55%
+38,700
33
$1.9M 0.55%
+11,505
34
$1.66M 0.48%
+716,600
35
$1.59M 0.46%
33,178
+10,648
36
$1.52M 0.44%
170,900
37
$1.5M 0.43%
3,661
-3,621
38
$1.44M 0.42%
61,577
+17,987
39
$1.35M 0.39%
21,398
+2,865
40
$1.31M 0.38%
+317,101
41
$1.05M 0.3%
+4,420
42
$934K 0.27%
+39,500
43
$832K 0.24%
9,987
+1,616
44
$793K 0.23%
6,533
-21,410
45
$687K 0.2%
+8,420
46
$670K 0.19%
+5,450
47
$648K 0.19%
+33,000
48
$641K 0.18%
+42,000
49
$631K 0.18%
+10,500
50
$622K 0.18%
+62,500
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