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
$214M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$14.2M
3
+$10.6M
4
RDWR icon
Radware
RDWR
+$9.32M
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$8.83M

Top Sells

No sells this quarter

Sector Composition

1 Technology 53.85%
2 Communication Services 2.78%
3 Healthcare 1.01%
4 Industrials 0.63%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$753K 0.35%
+19,000
52
$728K 0.34%
+10,000
53
$725K 0.34%
+21,000
54
$724K 0.34%
+50,000
55
$674K 0.32%
+30,000
56
$672K 0.31%
+100,000
57
$617K 0.29%
+84,000
58
$606K 0.28%
+75,000
59
$559K 0.26%
+11,907
60
$555K 0.26%
+40,000
61
$550K 0.26%
+34,967
62
$544K 0.25%
+24,000
63
$516K 0.24%
+7,500
64
$508K 0.24%
+80,000
65
$507K 0.24%
+105,500
66
$492K 0.23%
+28,000
67
$428K 0.2%
+60,000
68
$411K 0.19%
+300,000
69
$410K 0.19%
+70,000
70
$408K 0.19%
+20,000
71
$373K 0.17%
+26,000
72
$371K 0.17%
+15,700
73
$241K 0.11%
+11,000
74
$231K 0.11%
+7,000
75
$229K 0.11%
+6,662
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3
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