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
$616M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$2.46M
3
+$1.62M
4
NTAP icon
NetApp
NTAP
+$1.54M
5
SIMO icon
Silicon Motion
SIMO
+$1.36M

Top Sells

1
+$9.95M
2
+$4.37M
3
+$2.62M
4
XLNX
Xilinx Inc
XLNX
+$1.55M
5
VERI icon
Veritone
VERI
+$1.42M

Sector Composition

1 Technology 85.73%
2 Communication Services 5.11%
3 Industrials 3.73%
4 Consumer Discretionary 0.98%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$320K 0.05%
175,000
102
$28K ﹤0.01%
4,876
103
– –
-60,000
104
– –
-200,000
105
– –
-623,721
1 2 3 4
5