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
$359M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$2.06M
3
+$1.91M
4
AMD icon
Advanced Micro Devices
AMD
+$1.26M
5
EPAY
Bottomline Technologies Inc
EPAY
+$996K

Top Sells

1
+$12.9M
2
+$1.85M
3
+$1.83M
4
RPD icon
Rapid7
RPD
+$1.71M
5
AQMS icon
Aqua Metals
AQMS
+$1.03M

Sector Composition

1 Technology 78.53%
2 Communication Services 3.99%
3 Industrials 3.47%
4 Consumer Discretionary 1.26%
5 Consumer Staples 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.2M 1.17%
578,636
27
$4.07M 1.13%
550,000
28
$3.93M 1.1%
200,000
29
$3.67M 1.02%
100,000
30
$3.6M 1%
431,000
31
$3.56M 0.99%
300,000
32
$3.53M 0.98%
90,000
33
$3.43M 0.96%
90,000
34
$3.4M 0.95%
40,000
35
$3.23M 0.9%
70,540
36
$3.18M 0.89%
161,000
37
$3.02M 0.84%
30,600
38
$2.9M 0.81%
180,000
39
$2.65M 0.74%
47,000
40
$2.58M 0.72%
41,000
41
$2.45M 0.68%
375,000
42
$2.41M 0.67%
50,000
43
$2.14M 0.6%
+45,500
44
$2.13M 0.59%
500,000
45
$2.06M 0.57%
+111,000
46
$2.04M 0.57%
230,000
47
$2.01M 0.56%
450,000
48
$1.99M 0.56%
706,425
49
$1.92M 0.54%
50,000
50
$1.91M 0.53%
87,000
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