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
$184M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$6.75M
2 +$6.15M
3 +$5.56M
4
PI icon
Impinj
PI
+$5.43M
5
DQ
Daqo New Energy
DQ
+$5.25M

Top Sells

1 +$24.3M
2 +$13.8M
3 +$13.5M
4
LX
LexinFintech Holdings
LX
+$10.3M
5
TTMI icon
TTM Technologies
TTMI
+$7.96M

Sector Composition

1 Technology 53.2%
2 Industrials 13.6%
3 Communication Services 12.96%
4 Consumer Staples 6.22%
5 Consumer Discretionary 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GTM
101
ZoomInfo Technologies
GTM
$3.1B
-149,900