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
$403M
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$16M
3
+$14.5M
4
WDC icon
Western Digital
WDC
+$13.7M
5
AMD icon
Advanced Micro Devices
AMD
+$9.98M

Top Sells

1
+$27.8M
2
+$19M
3
+$11.5M
4
TSM icon
TSMC
TSM
+$10.7M
5
PDD icon
Pinduoduo
PDD
+$8.66M

Sector Composition

1 Technology 43.34%
2 Industrials 14.92%
3 Financials 14.91%
4 Consumer Discretionary 11.3%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.6M 12.78%
194,721
+3,026
2
$38M 9.4%
465,027
+431,849
3
$32.5M 8.05%
239,051
-78,837
4
$25.4M 6.28%
218,100
-74,500
5
$16.2M 4.01%
174,075
-18,185
6
$16M 3.96%
+120,700
7
$15.9M 3.94%
183,269
+80,400
8
$15.3M 3.78%
84,547
+55,277
9
$14.5M 3.6%
+25,420
10
$13.7M 3.4%
+265,956
11
$12.6M 3.11%
1,106,800
+635,800
12
$10.5M 2.61%
21,715
-7,117
13
$9.8M 2.43%
+108,500
14
$8.16M 2.02%
465,547
-1,584,827
15
$7.72M 1.91%
+143,690
16
$7.17M 1.78%
39,765
+15,040
17
$7.14M 1.77%
16,965
-45,090
18
$6.8M 1.68%
+65,700
19
$6.78M 1.68%
933,000
-685,426
20
$6.55M 1.62%
+121,000
21
$6.46M 1.6%
+20,660
22
$4.76M 1.18%
31,550
-8,956
23
$4.45M 1.1%
+59,010
24
$4.43M 1.1%
+46,590
25
$4.36M 1.08%
58,795
+48,295
1
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