HVCM

Hel Ved Capital Management Portfolio holdings

AUM $184M
1-Year Est. Return 50.03%
This Quarter Est. Return
1 Year Est. Return
+50.03%
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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-3,320
54
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-51,700
55
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-19,380
56
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-949,770
57
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-2,475
58
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-199,250
59
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0
60
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-43,487
61
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-12,405
62
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-117,860
63
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-14,500
64
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-1,772
65
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-4,310
66
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-30,460
67
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-9,200
68
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0
69
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-7,865
70
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-55,600
71
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-1,235
72
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0
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3