HIM
Herald Investment Management Portfolio holdings
AUM
$674M
This Quarter Return
+5.87%
1 Year Return
+37.03%
3 Year Return
+258.57%
5 Year Return
+415.7%
10 Year Return
+2,221.51%
AUM
$359M
AUM Growth
-$34M
(-8.7%)
Cap. Flow
-$40.2M
Cap. Flow
% of AUM
-11.2%
Top 10 Holdings %
Top 10 Hldgs %
43.09%
Holding
102
New
5
Increased
5
Reduced
8
Closed
10
Top Buys
| 1 |
SHSP
SharpSpring, Inc.
SHSP
|
$3.57M |
| 2 |
Power Integrations
POWI
|
$3.05M |
| 3 |
Ribbon Communications
RBBN
|
$2.98M |
| 4 |
SAIL
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
|
$2.1M |
| 5 |
DZSI
DZS Inc. Common Stock
DZSI
|
$1.81M |
Top Sells
| 1 |
ATTU
Attunity Ltd
ATTU
|
$22.4M |
| 2 |
TEUM
Pareteum Corporation
TEUM
|
$9.24M |
| 3 |
QTNA
Quantenna Communications, Inc. Common Stock
QTNA
|
$6.85M |
| 4 |
WIFI
Boingo Wireless, Inc.
WIFI
|
$6.78M |
| 5 |
Iridium Communications
IRDM
|
$4.76M |
Sector Composition
| 1 | Technology | 82.79% |
| 2 | Communication Services | 3.5% |
| 3 | Industrials | 3.31% |
| 4 | Consumer Discretionary | 0.96% |
| 5 | Financials | 0.37% |
