HIM
Herald Investment Management Portfolio holdings
AUM
$674M
This Quarter Return
+2.53%
1 Year Return
+37.03%
3 Year Return
+258.57%
5 Year Return
+415.7%
10 Year Return
+2,221.51%
AUM
$336M
AUM Growth
-$23.3M
(-6.5%)
Cap. Flow
-$22.6M
Cap. Flow
% of AUM
-6.73%
Top 10 Holdings %
Top 10 Hldgs %
45.1%
Holding
95
New
3
Increased
5
Reduced
2
Closed
7
Top Buys
| 1 |
Inuvo
INUV
|
$1.35M |
| 2 |
One Stop Systems
OSS
|
$1.16M |
| 3 |
CyberArk
CYBR
|
$1.14M |
| 4 |
SHSP
SharpSpring, Inc.
SHSP
|
$562K |
| 5 |
Varonis Systems
VRNS
|
$561K |
Top Sells
| 1 |
AMBR
Amber Road, Inc.
AMBR
|
$11.9M |
| 2 |
HYGS
Hydrogenics Corp
HYGS
|
$8.16M |
| 3 |
IPHI
INPHI CORPORATION
IPHI
|
$2.44M |
| 4 |
AQ
Aquantia Corp. Common Stock
AQ
|
$2.15M |
| 5 |
DL
China Distance Education Holdings Limited
DL
|
$1.05M |
Sector Composition
| 1 | Technology | 85.17% |
| 2 | Communication Services | 4.15% |
| 3 | Industrials | 3.67% |
| 4 | Consumer Discretionary | 0.94% |
| 5 | Financials | 0.37% |
