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
$359M
AUM Growth
-$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.57M
2
+$3.05M
3
+$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
+$22.4M
2
+$9.24M
3
+$6.84M
4
WIFI
Boingo Wireless, Inc.
WIFI
+$6.78M
5
IRDM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-954,200
102
– –
-200,000
1 2 3 4
5