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
$326M
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$19M
3
+$18.8M
4
PONY
Pony AI Inc
PONY
+$14.4M
5
FUTU icon
Futu Holdings
FUTU
+$12.4M

Top Sells

1
+$26.3M
2
+$16M
3
+$15.2M
4
META icon
Meta Platforms (Facebook)
META
+$9.31M
5
NTES icon
NetEase
NTES
+$8.49M

Sector Composition

1 Technology 67.76%
2 Financials 18.45%
3 Industrials 5.19%
4 Consumer Staples 4.6%
5 Consumer Discretionary 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.61%
14,240
52
$2.07M 0.61%
+10,500
53
$2.04M 0.6%
8,760
+5,830
54
$2.01M 0.59%
+23,700
55
$1.87M 0.55%
10,380
+7,730
56
$1.79M 0.52%
+193,230
57
$1.77M 0.52%
+79,800
58
$1.75M 0.51%
15,575
-100
59
$1.68M 0.49%
22,480
+4,305
60
$1.65M 0.48%
751,800
-855,137
61
$1.63M 0.48%
6,310
-1,270
62
$1.39M 0.41%
25,500
+17,000
63
$1.23M 0.36%
7,965
+4,165
64
$1.23M 0.36%
+6,000
65
$1.21M 0.35%
+117,180
66
$1.21M 0.35%
+17,600
67
$1.16M 0.34%
+11,160
68
$1.11M 0.32%
3,230
-22,065
69
$1.1M 0.32%
5,505
-8,235
70
$1.09M 0.32%
1,030
-2,000
71
$922K 0.27%
+2,725
72
$796K 0.23%
+8,400
73
$626K 0.18%
+420,000
74
$528K 0.15%
+6,700
75
$520K 0.15%
+4,000
1 2
3
4