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
$407M
AUM Growth
+$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$1.33M
3
+$1.1M
4
FROG icon
JFrog
FROG
+$1.07M
5
AMZN icon
Amazon
AMZN
+$730K

Top Sells

1
+$6.46M
2
+$4.5M
3
+$3.8M
4
RADA
Rada Electronic Industries Ltd
RADA
+$3.37M
5
BLDP
Ballard Power Systems
BLDP
+$3.18M

Sector Composition

1 Technology 88.5%
2 Communication Services 4.14%
3 Industrials 2.67%
4 Healthcare 1.44%
5 Consumer Discretionary 0.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-350,000
102
– –
-285,000
103
– –
-160,000
1 2 3 4
5