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
$326M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$19M
3
+$18.8M
4
PONY
Pony AI Inc
PONY
+$14.4M
5
FUTU icon
Futu Holdings
FUTU
+$12.4M

Top Sells

1
+$26.3M
2
+$16M
3
+$15.2M
4
META icon
Meta Platforms (Facebook)
META
+$9.31M
5
NTES icon
NetEase
NTES
+$8.49M

Sector Composition

1 Technology 67.76%
2 Financials 18.45%
3 Industrials 5.19%
4 Consumer Staples 4.6%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.95M 1.16%
192,910
-11,290
27
$3.89M 1.14%
395,800
+262,150
28
$3.72M 1.09%
+222,050
29
$3.68M 1.08%
37,160
+26,020
30
$3.65M 1.07%
25,575
+18,150
31
$3.55M 1.04%
62,980
+46,990
32
$3.37M 0.99%
4,835
+3,060
33
$3.35M 0.98%
119,802
+90,920
34
$3.35M 0.98%
+217,400
35
$3.32M 0.97%
+167,700
36
$3.2M 0.94%
+51,940
37
$3.02M 0.88%
49,545
+29,545
38
$2.74M 0.8%
+45,030
39
$2.69M 0.79%
8,050
+1,655
40
$2.65M 0.78%
31,050
-10,750
41
$2.55M 0.75%
+31,265
42
$2.54M 0.74%
+27,500
43
$2.52M 0.74%
+68,135
44
$2.5M 0.73%
+8,615
45
$2.41M 0.71%
11,750
-2,500
46
$2.38M 0.7%
+127,910
47
$2.27M 0.67%
+25,280
48
$2.26M 0.66%
+398,500
49
$2.19M 0.64%
+12,450
50
$2.16M 0.63%
+73,410
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