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
$549M
AUM Growth
-$67.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$2.2M
3
+$1.85M
4
ZM icon
Zoom
ZM
+$1.47M
5
ALKT icon
Alkami Technology
ALKT
+$1.43M

Top Sells

1
+$2.48M
2
+$1.62M
3
+$1.47M
4
MODN
MODEL N, INC.
MODN
+$1.1M
5
RDWR icon
Radware
RDWR
+$797K

Sector Composition

1 Technology 85.03%
2 Communication Services 4.88%
3 Industrials 4.31%
4 Consumer Discretionary 1.06%
5 Healthcare 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.32M 1.15%
95,300
+300
27
$6.26M 1.14%
706,244
+76,244
28
$6.05M 1.1%
520,000
29
$5.21M 0.95%
32,000
30
$5.07M 0.92%
760,000
31
$5.03M 0.92%
86,000
32
$4.93M 0.9%
850,000
33
$4.88M 0.89%
100,000
34
$4.88M 0.89%
350,000
35
$4.45M 0.81%
40,000
-5,000
36
$4.42M 0.8%
40,000
37
$4.38M 0.8%
160,000
38
$4.36M 0.79%
39,863
+20,163
39
$4.08M 0.74%
628,636
40
$4.04M 0.74%
194,200
41
$3.91M 0.71%
100,000
+10,000
42
$3.9M 0.71%
93,000
43
$3.86M 0.7%
416,000
44
$3.78M 0.69%
134,651
45
$3.57M 0.65%
300,000
46
$3.52M 0.64%
38,000
47
$3.48M 0.63%
107,500
48
$3.42M 0.62%
100,000
49
$3.37M 0.61%
225,400
50
$3.36M 0.61%
1,088,000
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