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
$406M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$2.31M
3
+$2.05M
4
RDWR icon
Radware
RDWR
+$1.74M
5
VLN icon
Valens Semiconductor
VLN
+$1.43M

Top Sells

1
+$9.72M
2
+$9.68M
3
+$3.48M
4
NPTN
NEOPHOTONICS CORP
NPTN
+$3.14M
5
TUFN
Tufin Software Technologies Ltd.
TUFN
+$2.64M

Sector Composition

1 Technology 88.49%
2 Communication Services 5.17%
3 Industrials 2.37%
4 Consumer Discretionary 1.01%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.33M 0.57%
93,000
52
$2.31M 0.57%
100,000
53
$2.21M 0.54%
100,000
54
$2.2M 0.54%
529,286
55
$2.19M 0.54%
35,500
56
$2.15M 0.53%
332,279
+152,279
57
$2.14M 0.53%
150,000
+50,000
58
$2.08M 0.51%
73,600
59
$2.05M 0.51%
+75,000
60
$2.05M 0.51%
150,000
61
$2.01M 0.49%
180,000
+19,000
62
$2M 0.49%
626,234
63
$1.92M 0.47%
175,000
+55,000
64
$1.87M 0.46%
628,636
65
$1.83M 0.45%
90,000
66
$1.75M 0.43%
696,725
+60,575
67
$1.75M 0.43%
23,850
+6,100
68
$1.72M 0.42%
200,000
69
$1.72M 0.42%
40,000
70
$1.67M 0.41%
450,000
71
$1.66M 0.41%
139,500
72
$1.59M 0.39%
275,000
73
$1.55M 0.38%
175,000
74
$1.55M 0.38%
83,485
75
$1.5M 0.37%
100,000
1 2
3
4 5