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
$300M
AUM Growth
+$66.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$20.8M
3
+$16.5M
4
EDU icon
New Oriental
EDU
+$14.2M
5
TAL icon
TAL Education Group
TAL
+$13.7M

Top Sells

1
+$28.8M
2
+$12M
3
+$8.61M
4
TER icon
Teradyne
TER
+$8.05M
5
AMD icon
Advanced Micro Devices
AMD
+$7.18M

Sector Composition

1 Technology 56.45%
2 Communication Services 16.79%
3 Consumer Discretionary 15.85%
4 Consumer Staples 9.3%
5 Financials 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-321,120
52
– –
0
53
– –
-53,400
54
– –
-500,000
1 2
3