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
76
$484K 0.14%
+26,500
77
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-72,480
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-12,780
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-90,800
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-100,000
86
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-114,930
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90
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0
92
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-172,000
93
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96
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4