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
$235M
AUM Growth
-$3.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.94M
2
+$1.57M
3
+$987K
4
ANET icon
Arista Networks
ANET
+$271K
5
RAMP icon
LiveRamp
RAMP
+$214K

Top Sells

1
+$1.23M
2
+$836K
3
+$545K
4
VMEM
VIOLIN MEMORY, INC.
VMEM
+$179K

Sector Composition

1 Technology 72.61%
2 Industrials 5.39%
3 Communication Services 1.29%
4 Consumer Discretionary 1.1%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.55%
14,750
52
$1.26M 0.54%
208
53
$1.24M 0.53%
32,400
54
$1.23M 0.52%
38,000
55
$1.19M 0.5%
40,000
56
$1.16M 0.49%
21,000
57
$1.12M 0.48%
20,200
58
$1.12M 0.48%
215
59
$901K 0.38%
19,000
60
$900K 0.38%
349,033
61
$857K 0.36%
200,000
62
$846K 0.36%
300,000
63
$793K 0.34%
7,500
64
$788K 0.34%
100,000
65
$788K 0.34%
100,000
66
$764K 0.33%
500,000
67
$733K 0.31%
28,000
68
$728K 0.31%
34,000
+10,000
69
$664K 0.28%
100,000
70
$604K 0.26%
28,000
71
$589K 0.25%
25,000
72
$521K 0.22%
10,200
73
$516K 0.22%
566,666
74
$457K 0.19%
116,000
+68,800
75
$449K 0.19%
43,000
1 2
3
4