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
$406M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$2.31M
3
+$2.05M
4
RDWR icon
Radware
RDWR
+$1.74M
5
VLN icon
Valens Semiconductor
VLN
+$1.43M

Top Sells

1
+$9.72M
2
+$9.68M
3
+$3.48M
4
NPTN
NEOPHOTONICS CORP
NPTN
+$3.14M
5
TUFN
Tufin Software Technologies Ltd.
TUFN
+$2.64M

Sector Composition

1 Technology 88.49%
2 Communication Services 5.17%
3 Industrials 2.37%
4 Consumer Discretionary 1.01%
5 Healthcare 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.43M 0.35%
+341,331
77
$1.42M 0.35%
353,007
78
$1.4M 0.35%
15,200
79
$1.34M 0.33%
17,900
80
$1.25M 0.31%
25,000
81
$1.24M 0.31%
+61,632
82
$1.22M 0.3%
15,200
83
$1.16M 0.29%
75,000
84
$1.15M 0.28%
13,043
85
$1.03M 0.25%
9,200
86
$1.02M 0.25%
4,400
87
$1M 0.25%
150,000
88
$901K 0.22%
35,000
89
$890K 0.22%
25,600
90
$806K 0.2%
37,343
91
$791K 0.2%
61,000
92
$696K 0.17%
40,000
93
$652K 0.16%
9,500
94
$634K 0.16%
4,100
95
$606K 0.15%
150,000
96
$489K 0.12%
19,000
97
$464K 0.11%
5,800
98
$432K 0.11%
22,500
99
$304K 0.07%
321,078
100
$236K 0.06%
25,000
1 2 3
4
5