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
$406M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$2.31M
3
+$2.05M
4
RDWR icon
Radware
RDWR
+$1.74M
5
VLN icon
Valens Semiconductor
VLN
+$1.43M

Top Sells

1
+$9.72M
2
+$9.68M
3
+$3.48M
4
NPTN
NEOPHOTONICS CORP
NPTN
+$3.14M
5
TUFN
Tufin Software Technologies Ltd.
TUFN
+$2.64M

Sector Composition

1 Technology 88.49%
2 Communication Services 5.17%
3 Industrials 2.37%
4 Consumer Discretionary 1.01%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.34M 1.07%
125,000
27
$4.3M 1.06%
927,000
28
$4M 0.99%
28,377
29
$3.96M 0.98%
850,000
30
$3.8M 0.94%
68,838
-8,162
31
$3.78M 0.93%
450,000
+100,000
32
$3.65M 0.9%
760,000
33
$3.62M 0.89%
32,000
34
$3.37M 0.83%
350,000
35
$3.35M 0.82%
363,000
36
$3.19M 0.79%
150,000
37
$3.18M 0.78%
520,000
38
$3.14M 0.77%
1,415,869
+327,869
39
$3.09M 0.76%
18,900
40
$3.07M 0.76%
134,651
41
$3.02M 0.74%
100,000
42
$3M 0.74%
40,000
43
$2.97M 0.73%
46,905
+7,042
44
$2.97M 0.73%
194,200
45
$2.88M 0.71%
200,000
46
$2.77M 0.68%
225,400
47
$2.71M 0.67%
80,000
48
$2.68M 0.66%
425,000
49
$2.54M 0.63%
175,000
+95,000
50
$2.44M 0.6%
38,000
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