HVCM
Hel Ved Capital Management Portfolio holdings
AUM
$222M
This Quarter Return
+25.99%
1 Year Return
+35.69%
3 Year Return
+233.53%
5 Year Return
–
10 Year Return
–
AUM
$403M
AUM Growth
+$403M
(+19%)
Cap. Flow
+$33.5M
Cap. Flow
% of AUM
8.3%
Top 10 Holdings %
Top 10 Hldgs %
59.32%
Holding
76
New
19
Increased
13
Reduced
16
Closed
22
Top Buys
| 1 |
Vertiv
VRT
|
$35.3M |
| 2 |
Broadcom
AVGO
|
$16M |
| 3 |
Synopsys
SNPS
|
$14.5M |
| 4 |
Western Digital
WDC
|
$13.7M |
| 5 |
Advanced Micro Devices
AMD
|
$9.98M |
Top Sells
| 1 |
Kanzhun
BZ
|
$27.8M |
| 2 |
Microsoft
MSFT
|
$19M |
| 3 |
Marathon Digital Holdings
MARA
|
$11.5M |
| 4 |
TSMC
TSM
|
$10.7M |
| 5 |
Pinduoduo
PDD
|
$8.66M |
Sector Composition
| 1 | Technology | 43.34% |
| 2 | Industrials | 14.92% |
| 3 | Financials | 14.91% |
| 4 | Consumer Discretionary | 11.3% |
| 5 | Communication Services | 8.47% |
