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
$212M
AUM Growth
-$76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$10.5M
3
+$9.52M
4
EDU icon
New Oriental
EDU
+$8.62M
5
TSLA icon
Tesla
TSLA
+$7.69M

Top Sells

1
+$26.5M
2
+$13.2M
3
+$13M
4
WDC icon
Western Digital
WDC
+$12.5M
5
STX icon
Seagate
STX
+$9.52M

Sector Composition

1 Technology 36.12%
2 Financials 14.4%
3 Consumer Staples 14.1%
4 Industrials 10.55%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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