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
$338M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$33.1M
3
+$16.4M
4
MARA icon
Marathon Digital Holdings
MARA
+$11.5M
5
SLAB icon
Silicon Laboratories
SLAB
+$7.04M

Top Sells

1
+$41.3M
2
+$23.5M
3
+$21.1M
4
CLS icon
Celestica
CLS
+$15M
5
TAL icon
TAL Education Group
TAL
+$13M

Sector Composition

1 Technology 46.5%
2 Consumer Discretionary 16.56%
3 Communication Services 16.15%
4 Financials 15.76%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$564K 0.16%
1,125,009
-407,620
52
$482K 0.14%
+20,500
53
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0
54
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-7,865
55
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-55,600
56
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-1,235
57
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0
58
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-3,320
59
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-51,700
60
– –
-19,380
61
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-949,770
62
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-2,475
63
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-199,250
64
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0
65
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-43,487
66
– –
-12,405
67
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-117,860
68
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-14,500
69
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-1,772
70
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-4,310
71
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-30,460
72
– –
-9,200
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3