HIM

Herald Investment Management Portfolio holdings

AUM $766M
1-Year Est. Return 54.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.73%
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
+$4.6M
2
+$2.98M
3
+$2.78M
4
SAIL
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
+$2.38M
5
DZSI
DZS Inc. Common Stock
DZSI
+$1.66M

Top Sells

1
+$22.4M
2
+$9.24M
3
+$8.09M
4
QTNA
Quantenna Communications, Inc. Common Stock
QTNA
+$6.84M
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
– –
-2,035,392
102
– –
-954,200
1 2 3 4
5