HIM

Herald Investment Management Portfolio holdings

AUM $674M
1-Year Est. Return 37.03%
This Quarter Est. Return
1 Year Est. Return
+37.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$515M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.19M
3
+$2.04M
4
VLN icon
Valens Semiconductor
VLN
+$1.31M
5
AVNW icon
Aviat Networks
AVNW
+$1.17M

Top Sells

1
+$22.5M
2
+$3.36M
3
+$2.22M
4
MSFT icon
Microsoft
MSFT
+$749K
5
AAPL icon
Apple
AAPL
+$679K

Sector Composition

1 Technology 86.81%
2 Communication Services 4.97%
3 Industrials 4.4%
4 Consumer Discretionary 1.21%
5 Healthcare 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.31M 1.03%
40,700
27
$5.23M 1.02%
363,000
28
$4.84M 0.94%
175,000
29
$4.73M 0.92%
140,000
+30,030
30
$4.56M 0.89%
125,000
31
$4.39M 0.85%
53,200
+13,200
32
$4.29M 0.83%
175,000
33
$4.12M 0.8%
100,000
34
$4.12M 0.8%
1,303,636
35
$4.07M 0.79%
850,000
36
$3.94M 0.76%
1,415,869
37
$3.73M 0.72%
407,279
38
$3.67M 0.71%
110,000
+35,000
39
$3.59M 0.7%
38,000
40
$3.59M 0.7%
175,000
41
$3.56M 0.69%
850,000
42
$3.51M 0.68%
102,600
43
$3.37M 0.65%
225,400
44
$3.31M 0.64%
134,651
45
$3.16M 0.61%
300,000
46
$2.98M 0.58%
73,600
47
$2.96M 0.57%
200,000
48
$2.92M 0.57%
150,000
49
$2.91M 0.57%
80,000
50
$2.71M 0.53%
35,500
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