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
$431M
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.38M
3
+$1.2M
4
AMPL icon
Amplitude
AMPL
+$1.07M
5
SMCI icon
Super Micro Computer
SMCI
+$1.05M

Top Sells

1
+$23.5M
2
+$10.3M
3
+$5.03M
4
AAPL icon
Apple
AAPL
+$1.15M
5
MODN
MODEL N, INC.
MODN
+$511K

Sector Composition

1 Technology 87.12%
2 Communication Services 5.39%
3 Industrials 3.52%
4 Consumer Discretionary 0.94%
5 Healthcare 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.21M 0.98%
125,000
+25,000
27
$4.1M 0.95%
760,000
28
$3.65M 0.85%
250,000
+100,000
29
$3.65M 0.85%
40,000
30
$3.64M 0.85%
77,000
31
$3.6M 0.84%
416,000
32
$3.6M 0.84%
93,000
33
$3.49M 0.81%
200,000
+30,000
34
$3.48M 0.81%
36,485
35
$3.4M 0.79%
350,000
+50,000
36
$3.4M 0.79%
32,000
37
$3.31M 0.77%
1,088,000
38
$3.28M 0.76%
520,000
39
$3.26M 0.76%
363,000
40
$3.26M 0.76%
150,000
41
$3.23M 0.75%
350,000
42
$3.14M 0.73%
200,000
43
$3.13M 0.73%
194,200
44
$3.06M 0.71%
100,000
45
$3.05M 0.71%
39,863
46
$3M 0.7%
134,651
47
$2.9M 0.67%
160,000
48
$2.85M 0.66%
38,000
49
$2.83M 0.66%
18,900
50
$2.68M 0.62%
425,000
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