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
$239M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$1.72M
3
+$1.28M
4
WATT icon
Energous
WATT
+$923K
5
MLNX
Mellanox Technologies, Ltd.
MLNX
+$511K

Top Sells

1
+$1.81M
2
+$540K
3
+$350K

Sector Composition

1 Technology 72.06%
2 Industrials 5.77%
3 Communication Services 2.13%
4 Consumer Staples 0.87%
5 Healthcare 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$290K 0.12%
105,500
77
$270K 0.11%
5,954
78
$231K 0.1%
4,112
79
$229K 0.1%
47,200
80
$179K 0.07%
50,000
81
$58K 0.02%
1,000
82
– –
-80,000
83
– –
-7,000
1 2 3
4