HIM
Herald Investment Management Portfolio holdings
AUM
$674M
This Quarter Return
+12.73%
1 Year Return
+37.03%
3 Year Return
+258.57%
5 Year Return
+415.7%
10 Year Return
+2,221.51%
AUM
$359M
AUM Growth
+$359M
(+7.2%)
Cap. Flow
-$8.11M
Cap. Flow
% of AUM
-2.26%
Top 10 Holdings %
Top 10 Hldgs %
40.84%
Holding
100
New
6
Increased
6
Reduced
4
Closed
6
Top Buys
| 1 |
Manhattan Associates
MANH
|
$2.14M |
| 2 |
MODN
MODEL N, INC.
MODN
|
$2.06M |
| 3 |
AQ
Aquantia Corp. Common Stock
AQ
|
$1.91M |
| 4 |
Advanced Micro Devices
AMD
|
$1.26M |
| 5 |
EPAY
Bottomline Technologies Inc
EPAY
|
$996K |
Top Sells
| 1 |
CALD
Callidus Software, Inc.
CALD
|
$12.9M |
| 2 |
Arista Networks
ANET
|
$1.85M |
| 3 |
FIVE9
FIVN
|
$1.83M |
| 4 |
Rapid7
RPD
|
$1.71M |
| 5 |
Aqua Metals
AQMS
|
$1.03M |
Sector Composition
| 1 | Technology | 78.53% |
| 2 | Communication Services | 3.99% |
| 3 | Industrials | 3.47% |
| 4 | Consumer Discretionary | 1.26% |
| 5 | Consumer Staples | 0.41% |
