HVCM
Hel Ved Capital Management Portfolio holdings
AUM
$222M
This Quarter Return
+19.39%
1 Year Return
+35.69%
3 Year Return
+233.53%
5 Year Return
–
10 Year Return
–
AUM
$326M
AUM Growth
+$326M
(+54%)
Cap. Flow
+$89.5M
Cap. Flow
% of AUM
27.42%
Top 10 Holdings %
Top 10 Hldgs %
41.46%
Holding
96
New
43
Increased
16
Reduced
16
Closed
17
Top Buys
| 1 |
Flex
FLEX
|
$23.2M |
| 2 |
Lumentum
LITE
|
$19M |
| 3 |
Keysight
KEYS
|
$18.8M |
| 4 |
PONY
Pony AI Inc. American Depositary Shares
PONY
|
$14.4M |
| 5 |
Futu Holdings
FUTU
|
$12.4M |
Top Sells
| 1 |
Coinbase
COIN
|
$26.3M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$16M |
| 3 |
GE Vernova
GEV
|
$15.2M |
| 4 |
Meta Platforms (Facebook)
META
|
$9.31M |
| 5 |
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% |
