HIM
Herald Investment Management Portfolio holdings
AUM
$674M
This Quarter Return
+8.46%
1 Year Return
+37.03%
3 Year Return
+258.57%
5 Year Return
+415.7%
10 Year Return
+2,221.51%
AUM
$407M
AUM Growth
+$407M
(+0.44%)
Cap. Flow
-$15.1M
Cap. Flow
% of AUM
-3.72%
Top 10 Holdings %
Top 10 Hldgs %
43.1%
Holding
103
New
1
Increased
14
Reduced
3
Closed
7
Top Buys
| 1 |
Leonardo DRS
DRS
|
$4.47M |
| 2 |
Credo Technology Group
CRDO
|
$1.33M |
| 3 |
Harmonic Inc
HLIT
|
$1.1M |
| 4 |
JFrog
FROG
|
$1.07M |
| 5 |
Amazon
AMZN
|
$730K |
Top Sells
| 1 |
ECOM
CHANNELADVISOR CORPORATION
ECOM
|
$6.46M |
| 2 |
PING
Ping Identity Holding Corp.
PING
|
$4.5M |
| 3 |
Agilysys
AGYS
|
$3.8M |
| 4 |
RADA
Rada Electronic Industries Ltd
RADA
|
$3.37M |
| 5 |
BLDP
Ballard Power Systems
BLDP
|
$3.18M |
Sector Composition
| 1 | Technology | 87.87% |
| 2 | Communication Services | 4.76% |
| 3 | Industrials | 2.67% |
| 4 | Healthcare | 1.44% |
| 5 | Consumer Discretionary | 0.96% |