HIM

Herald Investment Management Portfolio holdings

AUM $766M
1-Year Est. Return 54.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$674M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.67M
3
+$1.67M
4
SPIR icon
Spire Global
SPIR
+$1.58M
5
FIVN icon
FIVE9
FIVN
+$1.34M

Top Sells

1
+$11.7M
2
+$3.45M
3
+$3.32M
4
AKAM icon
Akamai
AKAM
+$1.22M
5
RDWR icon
Radware
RDWR
+$1.18M

Sector Composition

1 Technology 85.04%
2 Industrials 8.16%
3 Communication Services 3.74%
4 Consumer Discretionary 1.51%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.7M 0.55%
275,000
52
$3.66M 0.54%
912,869
53
$3.53M 0.52%
600,000
54
$3.51M 0.52%
80,000
55
$3.35M 0.5%
260,000
56
$3.34M 0.5%
413,000
57
$3.34M 0.5%
210,000
58
$3.33M 0.49%
200,000
59
$3.2M 0.48%
850,000
60
$3.13M 0.46%
625,000
61
$2.93M 0.43%
30,000
62
$2.86M 0.42%
300,000
63
$2.81M 0.42%
67,000
64
$2.79M 0.41%
80,000
65
$2.76M 0.41%
50,000
66
$2.68M 0.4%
450,000
+95,000
67
$2.66M 0.39%
577,500
68
$2.57M 0.38%
900,000
69
$2.49M 0.37%
950,000
70
$2.33M 0.35%
1,535,000
71
$2.32M 0.34%
22,700
72
$2.19M 0.33%
+321,078
73
$2.12M 0.31%
38,000
74
$2.06M 0.31%
161,280
75
$2.05M 0.3%
230,000
1 2
3
4