HIM

Herald Investment Management Portfolio holdings

AUM $674M
1-Year Est. Return 37.03%
This Quarter Est. Return
1 Year Est. Return
+37.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$515M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$2.19M
3
+$2.04M
4
VLN icon
Valens Semiconductor
VLN
+$1.31M
5
AVNW icon
Aviat Networks
AVNW
+$1.17M

Top Sells

1
+$22.5M
2
+$3.36M
3
+$2.22M
4
MSFT icon
Microsoft
MSFT
+$749K
5
AAPL icon
Apple
AAPL
+$679K

Sector Composition

1 Technology 86.81%
2 Communication Services 4.97%
3 Industrials 4.4%
4 Consumer Discretionary 1.21%
5 Healthcare 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.62M 0.31%
237,182
77
$1.54M 0.3%
100,000
+75,000
78
$1.37M 0.27%
15,200
79
$1.33M 0.26%
609,286
+80,000
80
$1.32M 0.26%
25,600
81
$1.22M 0.24%
65,252
82
$1.18M 0.23%
4,400
83
$1.16M 0.22%
9,200
84
$1.08M 0.21%
50,000
85
$1.07M 0.21%
61,000
86
$959K 0.19%
9,500
87
$938K 0.18%
19,669
88
$914K 0.18%
150,000
89
$824K 0.16%
75,000
90
$738K 0.14%
4,100
91
$635K 0.12%
19,000
92
$516K 0.1%
150,000
93
$483K 0.09%
5,800
94
$445K 0.09%
175,000
95
$443K 0.09%
+9,800
96
$388K 0.08%
450,000
97
$321K 0.06%
321,078
98
$318K 0.06%
13,043
99
$220K 0.04%
+141,943
100
$197K 0.04%
175,000
1 2 3
4