HIM

Herald Investment Management Portfolio holdings

AUM $766M
1-Year Est. Return 54.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$674M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.67M
3
+$1.67M
4
SPIR icon
Spire Global
SPIR
+$1.58M
5
FIVN icon
FIVE9
FIVN
+$1.34M

Top Sells

1
+$11.7M
2
+$3.45M
3
+$3.32M
4
AKAM icon
Akamai
AKAM
+$1.22M
5
RDWR icon
Radware
RDWR
+$1.18M

Sector Composition

1 Technology 85.04%
2 Industrials 8.16%
3 Communication Services 3.74%
4 Consumer Discretionary 1.51%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.46M 0.96%
47,500
27
$5.78M 0.86%
347,873
+47,873
28
$5.43M 0.8%
180,000
+30,000
29
$5.35M 0.79%
1,000,000
30
$5.25M 0.78%
190,000
31
$5.11M 0.76%
260,000
32
$4.89M 0.73%
500,000
33
$4.88M 0.72%
200,000
34
$4.85M 0.72%
200,000
35
$4.82M 0.71%
45,000
+5,000
36
$4.71M 0.7%
600,000
+300,000
37
$4.6M 0.68%
386,249
+156,249
38
$4.47M 0.66%
730,379
39
$4.43M 0.66%
36,000
40
$4.39M 0.65%
30,920
41
$4.31M 0.64%
1,265,000
+85,000
42
$4.27M 0.63%
200,000
43
$4.24M 0.63%
675,000
+75,000
44
$4.21M 0.62%
150,000
45
$4.18M 0.62%
20,400
-4,600
46
$4.06M 0.6%
118,300
47
$4.06M 0.6%
200,000
48
$3.99M 0.59%
175,000
49
$3.89M 0.58%
110,000
50
$3.72M 0.55%
155,000
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