HVCM

Hel Ved Capital Management Portfolio holdings

AUM $289M
1-Year Est. Return 104.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+104.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$9.84M
3
+$6.29M
4
FLEX icon
Flex
FLEX
+$6.07M
5
NTES icon
NetEase
NTES
+$5.66M

Top Sells

1
+$38M
2
+$27.6M
3
+$21.1M
4
AMD icon
Advanced Micro Devices
AMD
+$15.3M
5
SNPS icon
Synopsys
SNPS
+$14.5M

Sector Composition

1 Technology 38.02%
2 Industrials 14.55%
3 Financials 13.95%
4 Consumer Discretionary 11.22%
5 Communication Services 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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54
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-41,066
58
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60
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-27,213
61
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-170,900
62
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63
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64
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-4,725
65
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-59,010
66
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0
67
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0
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