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
$403M
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$16M
3
+$14.5M
4
WDC icon
Western Digital
WDC
+$13.7M
5
AMD icon
Advanced Micro Devices
AMD
+$9.98M

Top Sells

1
+$27.8M
2
+$19M
3
+$11.5M
4
TSM icon
TSMC
TSM
+$10.7M
5
PDD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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