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
$407M
AUM Growth
+$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$1.33M
3
+$1.1M
4
FROG icon
JFrog
FROG
+$1.07M
5
AMZN icon
Amazon
AMZN
+$730K

Top Sells

1
+$6.46M
2
+$4.5M
3
+$3.8M
4
RADA
Rada Electronic Industries Ltd
RADA
+$3.37M
5
BLDP
Ballard Power Systems
BLDP
+$3.18M

Sector Composition

1 Technology 88.5%
2 Communication Services 4.14%
3 Industrials 2.67%
4 Healthcare 1.44%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.34M 1.07%
175,000
+25,000
27
$4.31M 1.06%
28,377
28
$4.14M 1.02%
46,900
29
$3.98M 0.98%
175,000
30
$3.94M 0.97%
1,415,849
-20
31
$3.78M 0.93%
1,077,000
+150,000
32
$3.73M 0.92%
363,000
33
$3.65M 0.9%
275,000
+100,000
34
$3.42M 0.84%
40,700
+8,700
35
$3.24M 0.79%
760,000
36
$3.22M 0.79%
850,000
37
$3.2M 0.79%
150,000
+50,000
38
$3.2M 0.78%
139,500
39
$3.16M 0.78%
100,000
40
$3.06M 0.75%
225,400
41
$3.05M 0.75%
200,000
42
$3.04M 0.75%
46,905
43
$3.04M 0.74%
18,900
44
$2.85M 0.7%
194,200
45
$2.72M 0.67%
38,000
46
$2.71M 0.67%
40,000
47
$2.66M 0.65%
100,000
48
$2.56M 0.63%
134,651
49
$2.33M 0.57%
75,000
50
$2.28M 0.56%
102,600
+9,600
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2
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