HIM

Herald Investment Management Portfolio holdings

AUM $674M
1-Year Est. Return 37.03%
This Quarter Est. Return
1 Year Est. Return
+37.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
+$97.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$3.65M
3
+$2.14M
4
CAMP
CalAmp Corp.
CAMP
+$2M
5
RBBN icon
Ribbon Communications
RBBN
+$1.87M

Top Sells

1
+$23.3M
2
+$10.7M
3
+$4.82M
4
IPHI
INPHI CORPORATION
IPHI
+$3.4M
5
ZS icon
Zscaler
ZS
+$1.64M

Sector Composition

1 Technology 83.46%
2 Communication Services 4.3%
3 Industrials 4.01%
4 Consumer Discretionary 1.13%
5 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.49M 1.05%
76,000
27
$4.42M 1.03%
48,440
28
$4.28M 1%
45,500
29
$4.26M 1%
1,088,000
+478,000
30
$4.14M 0.97%
330,000
31
$4.1M 0.96%
155,000
32
$4M 0.93%
86,000
+46,000
33
$3.86M 0.9%
111,000
34
$3.84M 0.9%
100,000
35
$3.71M 0.87%
225,400
+81,400
36
$3.71M 0.87%
471,000
37
$3.65M 0.85%
+300,000
38
$3.58M 0.84%
26,000
39
$3.43M 0.8%
20,875
-65,125
40
$3.36M 0.79%
388,293
41
$3.32M 0.78%
46,900
-11,240
42
$3.16M 0.74%
589,286
-25,000
43
$2.82M 0.66%
190,000
44
$2.81M 0.66%
450,000
45
$2.81M 0.66%
372,700
+57,700
46
$2.7M 0.63%
150,000
47
$2.65M 0.62%
52,060
48
$2.61M 0.61%
706,425
49
$2.42M 0.56%
375,000
50
$2.38M 0.55%
500,000
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