HVCM

Hel Ved Capital Management Portfolio holdings

AUM $289M
1-Year Est. Return 104.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+104.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$11.3M
3
+$10.4M
4
PDD icon
Pinduoduo
PDD
+$5.93M
5
TTMI icon
TTM Technologies
TTMI
+$5.39M

Top Sells

1
+$26.2M
2
+$13.1M
3
+$8.35M
4
ASX icon
ASE Group
ASX
+$7.84M
5
KEYS icon
Keysight
KEYS
+$6.1M

Sector Composition

1 Technology 57.46%
2 Financials 14.13%
3 Communication Services 8.05%
4 Consumer Staples 6.13%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.11M 1.4%
1,115,000
27
$2.93M 1.32%
+4,000
28
$2.77M 1.25%
28,450
-105,250
29
$2.72M 1.23%
+83,800
30
$2.56M 1.15%
+5,000
31
$2.4M 1.08%
96,122
+2,200
32
$2.34M 1.05%
+10,662
33
$2.1M 0.95%
6,680
-5,440
34
$2.1M 0.95%
+8,650
35
$1.74M 0.78%
+12,900
36
$1.64M 0.74%
10,350
-4,800
37
$1.61M 0.72%
7,180
-4,400
38
$1.52M 0.68%
149,900
-181,350
39
$1.51M 0.68%
+9,100
40
$1.44M 0.65%
24,500
-84,600
41
$1.27M 0.57%
52,600
+35,200
42
$1.26M 0.57%
+140,900
43
$1.23M 0.55%
4,000
44
$1.18M 0.53%
11,860
-23,400
45
$1.14M 0.51%
+2,300
46
$1.1M 0.49%
+2,700
47
$1.09M 0.49%
+21,500
48
$1.05M 0.47%
3,000
+1,062
49
$1.04M 0.47%
+8,350
50
$1,000K 0.45%
3,147
-1,057
1
2
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