HVCM
Hel Ved Capital Management Portfolio holdings
AUM
$222M
1-Year Return
35.69%
This Quarter Return
+16.18%
1 Year Return
+35.69%
3 Year Return
+233.53%
5 Year Return
–
10 Year Return
–
AUM
$222M
AUM Growth
+$24M
(+12%)
Cap. Flow
+$8.24M
Cap. Flow
% of AUM
3.71%
Top 10 Holdings %
Top 10 Hldgs %
48.91%
Holding
94
New
26
Increased
11
Reduced
17
Closed
29
Top Buys
| 1 |
Lumentum
LITE
|
$15.2M |
| 2 |
Invesco QQQ Trust
QQQ
|
$13.8M |
| 3 |
Advanced Micro Devices
AMD
|
$13.5M |
| 4 |
TTM Technologies
TTMI
|
$7.96M |
| 5 |
NVIDIA
NVDA
|
$5.97M |
Top Sells
| 1 |
TSMC
TSM
|
$26.2M |
| 2 |
Micron Technology
MU
|
$13.1M |
| 3 |
Lam Research
LRCX
|
$10.2M |
| 4 |
ASE Group
ASX
|
$7.84M |
| 5 |
Keysight
KEYS
|
$6.56M |
Sector Composition
| 1 | Technology | 57.46% |
| 2 | Financials | 14.13% |
| 3 | Communication Services | 8.05% |
| 4 | Consumer Staples | 6.13% |
| 5 | Consumer Discretionary | 6.11% |
