HIM

Herald Investment Management Portfolio holdings

AUM $751M
1-Year Est. Return 57.8%
This Quarter Est. Return
1 Year Est. Return
+57.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.88M
3
+$1.37M
4
APIC
Apigee Corporation Common Stock
APIC
+$674K
5
AFH
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
+$449K

Top Sells

1
+$5.83M
2
+$3.95M
3
+$1.54M
4
SIMO icon
Silicon Motion
SIMO
+$932K
5
GLUU
Glu Mobile Inc.
GLUU
+$654K

Sector Composition

1 Technology 74.7%
2 Industrials 3.91%
3 Communication Services 1.87%
4 Consumer Discretionary 1.47%
5 Consumer Staples 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.67M 1.36%
100,000
27
$3.52M 1.31%
200,000
28
$3.33M 1.24%
87,250
29
$3.13M 1.16%
94,000
30
$3.09M 1.15%
350,182
31
$2.96M 1.1%
100,000
32
$2.91M 1.08%
100,000
33
$2.69M 1%
50,000
34
$2.67M 0.99%
206,473
35
$2.44M 0.91%
208
36
$2.37M 0.88%
100,000
37
$2.21M 0.82%
70,000
38
$2.1M 0.78%
16,667
39
$2.08M 0.77%
95,291
40
$2.07M 0.77%
50,000
41
$1.99M 0.74%
70,540
42
$1.96M 0.72%
+195,000
43
$1.94M 0.72%
294,200
44
$1.9M 0.7%
355,500
45
$1.88M 0.7%
+200,000
46
$1.76M 0.65%
152,623
47
$1.73M 0.64%
115,000
48
$1.67M 0.62%
40,000
49
$1.63M 0.61%
100,000
50
$1.56M 0.58%
67,000
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