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
101
$183K 0.05%
175,000
102
$27K 0.01%
29,531
+21,137
103
– –
-8,849
104
– –
-50,000
105
– –
-36,485
106
– –
-443,200
107
– –
-210,000
108
– –
-155,000
109
– –
-200,000
1 2 3 4
5