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HIM

Herald Investment Management Portfolio holdings

AUM $718M
1-Year Est. Return 91.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+91.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$273M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$5.13M
3
+$3.48M
4
MIME
Mimecast Limited
MIME
+$2.57M
5
MEET
The Meet Group, Inc. Common Stock
MEET
+$2.28M

Top Sells

1
+$9.22M
2
+$2.77M
3
+$1.18M
4
NVDQ
Novadaq Technologies Inc.
NVDQ
+$1.08M
5
ULTI
Ultimate Software Group Inc
ULTI
+$547K

Sector Composition

1 Technology 77.05%
2 Industrials 5.26%
3 Communication Services 1.92%
4 Consumer Discretionary 1.77%
5 Consumer Staples 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.22M 1.18%
100,000
27
$3.06M 1.12%
30,000
+13,333
28
$2.95M 1.08%
90,000
29
$2.92M 1.07%
100,000
30
$2.8M 1.03%
+125,000
31
$2.73M 1%
706,425
32
$2.7M 0.99%
255,000
33
$2.69M 0.99%
200,000
34
$2.64M 0.97%
+450,000
35
$2.56M 0.94%
100,000
36
$2.53M 0.93%
70,540
37
$2.48M 0.91%
50,000
38
$2.42M 0.89%
605,500
+150,000
39
$2.31M 0.85%
294,200
40
$2.12M 0.78%
75,000
41
$2.1M 0.77%
206,473
42
$2.05M 0.75%
50,000
43
$2.02M 0.74%
30,600
+9,600
44
$2M 0.74%
+87,000
45
$1.99M 0.73%
47,000
+14,600
46
$1.97M 0.72%
115,000
47
$1.77M 0.65%
40,000
48
$1.74M 0.64%
83,395
49
$1.58M 0.58%
67,000
50
$1.56M 0.57%
167
-41
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