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
$212M
AUM Growth
-$76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$10.5M
3
+$9.52M
4
EDU icon
New Oriental
EDU
+$8.62M
5
TSLA icon
Tesla
TSLA
+$7.69M

Top Sells

1
+$26.5M
2
+$13.2M
3
+$13M
4
WDC icon
Western Digital
WDC
+$12.5M
5
STX icon
Seagate
STX
+$9.52M

Sector Composition

1 Technology 36.12%
2 Financials 14.4%
3 Consumer Staples 14.1%
4 Industrials 10.55%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.91%
114,930
+107,650
27
$2.03M 0.89%
11,700
-45,143
28
$1.95M 0.85%
+29,900
29
$1.85M 0.81%
+7,580
30
$1.75M 0.77%
+6,395
31
$1.67M 0.73%
+3,230
32
$1.65M 0.73%
12,356
-18,944
33
$1.61M 0.7%
+15,675
34
$1.33M 0.58%
+20,855
35
$1.21M 0.53%
+313,000
36
$1.16M 0.51%
100,000
37
$1.13M 0.49%
133,650
-13,263
38
$1.12M 0.49%
+18,175
39
$944K 0.41%
+1,775
40
$930K 0.41%
10,500
-12,913
41
$855K 0.37%
11,140
+1,840
42
$854K 0.37%
7,425
-3,155
43
$824K 0.36%
+15,990
44
$816K 0.36%
+20,000
45
$792K 0.35%
2,930
-1,270
46
$589K 0.26%
28,882
-17,000
47
$454K 0.2%
+8,500
48
$453K 0.2%
+2,650
49
$446K 0.2%
+43,200
50
$436K 0.19%
3,800
-3,045
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