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
$270M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.88M
3
+$1.37M
4
APIC
Apigee Corporation Common Stock
APIC
+$674K
5
AFH
Atlas Financial Holdings, Inc. Ordinary Shares
AFH
+$449K

Top Sells

1
+$5.83M
2
+$3.95M
3
+$1.54M
4
SIMO icon
Silicon Motion
SIMO
+$932K
5
GLUU
Glu Mobile Inc.
GLUU
+$654K

Sector Composition

1 Technology 74.7%
2 Industrials 3.91%
3 Communication Services 1.87%
4 Consumer Discretionary 1.47%
5 Consumer Staples 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$412K 0.15%
400,000
77
$402K 0.15%
+3,800
78
$383K 0.14%
+10,000
79
$380K 0.14%
+8,000
80
$263K 0.1%
5,954
81
$177K 0.07%
4,112
82
– –
-92,403
83
– –
-300,000
84
– –
-882,000
85
– –
-100,000
1 2 3
4