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
$403M
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$16M
3
+$14.5M
4
WDC icon
Western Digital
WDC
+$13.7M
5
AMD icon
Advanced Micro Devices
AMD
+$9.98M

Top Sells

1
+$27.8M
2
+$19M
3
+$11.5M
4
TSM icon
TSMC
TSM
+$10.7M
5
PDD icon
Pinduoduo
PDD
+$8.66M

Sector Composition

1 Technology 43.34%
2 Industrials 14.92%
3 Financials 14.91%
4 Consumer Discretionary 11.3%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.31M 1.07%
+31,500
27
$4.07M 1.01%
+36,045
28
$3.93M 0.97%
+27,647
29
$3.86M 0.96%
345,000
-170,000
30
$3.2M 0.79%
+4,725
31
$3M 0.74%
22,430
+7,350
32
$2.96M 0.73%
110,955
+8,660
33
$2.83M 0.7%
92,837
+31,260
34
$2.54M 0.63%
+15,000
35
$2.52M 0.63%
+22,125
36
$2.49M 0.62%
+71,080
37
$2.1M 0.52%
17,020
+10,487
38
$2.09M 0.52%
6,935
-7,005
39
$2.02M 0.5%
20,170
-20,930
40
$1.92M 0.47%
+28,600
41
$1.91M 0.47%
41,066
-3,819
42
$1.59M 0.39%
+89,700
43
$1.59M 0.39%
27,213
+5,815
44
$1.5M 0.37%
6,635
-8,110
45
$1.33M 0.33%
1,738
-1,710
46
$1.24M 0.31%
32,152
-25,420
47
$1.22M 0.3%
804,600
+88,000
48
$1.19M 0.29%
19,400
-7,610
49
$865K 0.21%
170,900
50
– –
-124,440
1
2
3 4