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

Top Buys

1 +$27.1M
2 +$15M
3 +$14M
4
WDC icon
Western Digital
WDC
+$11.6M
5
AMD icon
Advanced Micro Devices
AMD
+$9.66M

Top Sells

1 +$25M
2 +$18.3M
3 +$11.5M
4
TSM icon
TSMC
TSM
+$9.79M
5
PDD icon
Pinduoduo
PDD
+$9.76M

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
76
-11,505