HVCM

Hel Ved Capital Management Portfolio holdings

AUM $184M
1-Year Est. Return 50.03%
This Quarter Est. Return
1 Year Est. Return
+50.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$198M
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$26.2M
2
+$13.1M
3
+$9.72M
4
AMBA icon
Ambarella
AMBA
+$6.16M
5
TCOM icon
Trip.com Group
TCOM
+$5.82M

Top Sells

1
+$23.2M
2
+$12.4M
3
+$10.5M
4
LITE icon
Lumentum
LITE
+$8.16M
5
KEYS icon
Keysight
KEYS
+$8.11M

Sector Composition

1 Technology 68.19%
2 Financials 17.72%
3 Consumer Staples 5.72%
4 Consumer Discretionary 4.12%
5 Industrials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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