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
$288M
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$10.1M
3
+$5.98M
4
BABA icon
Alibaba
BABA
+$5.9M
5
NTES icon
NetEase
NTES
+$5.69M

Top Sells

1
+$38M
2
+$31.7M
3
+$20.7M
4
AVGO icon
Broadcom
AVGO
+$16.4M
5
AMD icon
Advanced Micro Devices
AMD
+$15.3M

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
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67
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