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
$611M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.6M
3
+$2.25M
4
BELFB
Bel Fuse Inc Class B
BELFB
+$1.97M
5
FIVN icon
FIVE9
FIVN
+$1.62M

Top Sells

1
+$3.35M
2
+$2.77M
3
+$2.27M
4
IMOS
ChipMOS TECHNOLOGIES
IMOS
+$1.83M
5
QLYS icon
Qualys
QLYS
+$1.26M

Sector Composition

1 Technology 83.9%
2 Communication Services 6.27%
3 Industrials 6.04%
4 Consumer Discretionary 1.57%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.35M 1.2%
250,000
27
$7.22M 1.18%
200,000
28
$6.8M 1.11%
61,464
-6,536
29
$6.7M 1.1%
165,000
+40,000
30
$6.41M 1.05%
120,000
31
$6.26M 1.02%
25,000
32
$6.03M 0.99%
190,000
33
$6.01M 0.98%
160,000
34
$5.62M 0.92%
300,000
35
$5.5M 0.9%
150,000
36
$5.2M 0.85%
118,300
37
$5.05M 0.83%
40,000
38
$4.69M 0.77%
175,000
+35,000
39
$4.67M 0.77%
1,123,678
-292,191
40
$4.65M 0.76%
450,000
41
$4.62M 0.76%
38,220
-4,130
42
$3.85M 0.63%
413,000
43
$3.82M 0.63%
600,000
+100,000
44
$3.8M 0.62%
925,000
-75,000
45
$3.7M 0.61%
200,000
46
$3.65M 0.6%
260,000
47
$3.62M 0.59%
577,500
-31,786
48
$3.57M 0.58%
210,000
49
$3.34M 0.55%
275,000
50
$3.1M 0.51%
80,000
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