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
$575M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$3.9M
3
+$3.45M
4
TLND
Talend S.A. American Depositary Shares
TLND
+$1.59M
5
TSEM icon
Tower Semiconductor
TSEM
+$1.49M

Top Sells

1
+$11.9M
2
+$2.67M
3
+$2.55M
4
BLDP
Ballard Power Systems
BLDP
+$2.44M
5
FIVN icon
FIVE9
FIVN
+$1.8M

Sector Composition

1 Technology 85.11%
2 Communication Services 5.92%
3 Industrials 4.2%
4 Consumer Discretionary 0.93%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.53M 1.31%
153,295
27
$7.08M 1.23%
448,293
28
$6.53M 1.14%
+95,000
29
$6.44M 1.12%
720,000
+70,000
30
$6.4M 1.11%
27,132
31
$5.92M 1.03%
48,440
32
$5.37M 0.93%
86,000
33
$5.34M 0.93%
529,286
-60,000
34
$5.3M 0.92%
41,000
35
$4.9M 0.85%
200,000
36
$4.84M 0.84%
46,900
37
$4.8M 0.83%
100,000
38
$4.68M 0.81%
73,500
+25,000
39
$4.2M 0.73%
350,000
40
$4.13M 0.72%
109,000
41
$4.07M 0.71%
261,810
+50,000
42
$4.02M 0.7%
26,000
43
$3.96M 0.69%
281,339
-70,400
44
$3.93M 0.68%
140,000
+53,000
45
$3.93M 0.68%
626,234
-120,000
46
$3.91M 0.68%
111,000
47
$3.9M 0.68%
+185,000
48
$3.88M 0.68%
52,060
49
$3.88M 0.67%
400,000
50
$3.69M 0.64%
77,000
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