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
$277M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$2.14M
3
+$1.98M
4
EGHT icon
8x8 Inc
EGHT
+$1.94M
5
PRSO icon
Peraso
PRSO
+$1.62M

Top Sells

1
+$10.5M
2
+$5.86M
3
+$1.76M
4
EMC
EMC CORPORATION
EMC
+$467K
5
JBL icon
Jabil
JBL
+$437K

Sector Composition

1 Technology 64.85%
2 Industrials 2.62%
3 Communication Services 1.87%
4 Healthcare 0.87%
5 Consumer Staples 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.45%
14,750
52
$1.2M 0.43%
38,000
53
$1.15M 0.41%
43,000
54
$1.12M 0.41%
+65,000
55
$1.11M 0.4%
48,000
56
$1.11M 0.4%
200,000
57
$1.07M 0.39%
+187,914
58
$1.01M 0.36%
566,666
59
$965K 0.35%
+6,000
60
$922K 0.33%
50,000
61
$909K 0.33%
32,489
62
$864K 0.31%
7,500
63
$860K 0.31%
21,000
64
$836K 0.3%
11,907
65
$813K 0.29%
100,000
66
$811K 0.29%
19,000
67
$752K 0.27%
50,000
68
$750K 0.27%
80,000
69
$749K 0.27%
40,000
70
$702K 0.25%
10,200
71
$675K 0.24%
50,000
72
$535K 0.19%
28,000
73
$529K 0.19%
100,000
74
$526K 0.19%
35,000
75
$491K 0.18%
49,500
1 2
3
4