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
$611M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.6M
3
+$2.25M
4
BELFB
Bel Fuse Inc Class B
BELFB
+$1.97M
5
FIVN icon
FIVE9
FIVN
+$1.62M

Top Sells

1
+$3.35M
2
+$2.77M
3
+$2.27M
4
IMOS
ChipMOS TECHNOLOGIES
IMOS
+$1.83M
5
QLYS icon
Qualys
QLYS
+$1.26M

Sector Composition

1 Technology 83.9%
2 Communication Services 6.27%
3 Industrials 6.04%
4 Consumer Discretionary 1.57%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.06M 0.5%
500,000
+150,000
52
$3.05M 0.5%
300,000
53
$3.04M 0.5%
216,000
54
$3.03M 0.5%
36,000
55
$2.86M 0.47%
1,180,000
+930,000
56
$2.81M 0.46%
180,000
57
$2.81M 0.46%
155,000
58
$2.8M 0.46%
1,000,000
59
$2.73M 0.45%
260,000
60
$2.72M 0.45%
50,000
61
$2.59M 0.42%
20,600
62
$2.5M 0.41%
300,000
-100,000
63
$2.45M 0.4%
950,000
64
$2.35M 0.38%
100,000
65
$2.34M 0.38%
38,000
66
$2.32M 0.38%
67,000
67
$2.27M 0.37%
850,000
68
$2.16M 0.35%
355,000
69
$2.12M 0.35%
250,000
70
$2.11M 0.35%
25,910
71
$2.11M 0.34%
150,000
72
$2.09M 0.34%
200,000
73
$2.06M 0.34%
1,535,000
74
$2.03M 0.33%
75,000
75
$2.01M 0.33%
125,000
1 2
3
4