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
$407M
AUM Growth
+$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$1.33M
3
+$1.1M
4
FROG icon
JFrog
FROG
+$1.07M
5
AMZN icon
Amazon
AMZN
+$730K

Top Sells

1
+$6.46M
2
+$4.5M
3
+$3.8M
4
RADA
Rada Electronic Industries Ltd
RADA
+$3.37M
5
BLDP
Ballard Power Systems
BLDP
+$3.18M

Sector Composition

1 Technology 88.5%
2 Communication Services 4.14%
3 Industrials 2.67%
4 Healthcare 1.44%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.55%
90,000
52
$2.23M 0.55%
200,000
53
$2.23M 0.55%
73,600
54
$2.23M 0.55%
210,000
+30,000
55
$2.22M 0.54%
425,000
56
$2.19M 0.54%
150,000
+50,000
57
$2.19M 0.54%
80,000
58
$2.18M 0.53%
150,000
59
$2.13M 0.52%
35,500
60
$1.99M 0.49%
150,000
61
$1.89M 0.46%
341,331
62
$1.85M 0.45%
626,234
63
$1.78M 0.44%
83,485
64
$1.77M 0.43%
628,636
65
$1.75M 0.43%
25,910
+2,060
66
$1.68M 0.41%
332,279
67
$1.59M 0.39%
15,200
68
$1.56M 0.38%
17,900
69
$1.54M 0.38%
65,252
+25,252
70
$1.52M 0.37%
275,000
71
$1.45M 0.36%
353,007
72
$1.36M 0.34%
696,725
73
$1.34M 0.33%
13,043
74
$1.28M 0.31%
15,200
75
$1.25M 0.31%
25,000
1 2
3
4 5