HIM

Herald Investment Management Portfolio holdings

AUM $674M
1-Year Est. Return 37.03%
This Quarter Est. Return
1 Year Est. Return
+37.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$515M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.19M
3
+$2.04M
4
VLN icon
Valens Semiconductor
VLN
+$1.31M
5
AVNW icon
Aviat Networks
AVNW
+$1.17M

Top Sells

1
+$22.5M
2
+$3.36M
3
+$2.22M
4
MSFT icon
Microsoft
MSFT
+$749K
5
AAPL icon
Apple
AAPL
+$679K

Sector Composition

1 Technology 86.81%
2 Communication Services 4.97%
3 Industrials 4.4%
4 Consumer Discretionary 1.21%
5 Healthcare 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.7M 0.52%
+175,000
52
$2.5M 0.49%
275,000
53
$2.46M 0.48%
180,000
54
$2.46M 0.48%
150,000
55
$2.44M 0.47%
125,000
56
$2.37M 0.46%
150,000
57
$2.31M 0.45%
220,000
58
$2.27M 0.44%
36,000
59
$2.25M 0.44%
100,000
60
$2.22M 0.43%
9,450
-9,450
61
$2.19M 0.43%
+41,000
62
$2.18M 0.42%
15,200
63
$2.17M 0.42%
861,137
+519,806
64
$2.03M 0.39%
353,007
65
$1.99M 0.39%
17,900
66
$1.97M 0.38%
83,485
67
$1.97M 0.38%
210,000
68
$1.92M 0.37%
425,650
69
$1.85M 0.36%
200,000
70
$1.83M 0.36%
753,561
+3,561
71
$1.8M 0.35%
250,000
+81,000
72
$1.76M 0.34%
626,234
73
$1.76M 0.34%
25,910
74
$1.7M 0.33%
425,000
75
$1.67M 0.33%
90,000
1 2
3
4