HIM
Herald Investment Management Portfolio holdings
AUM
$674M
This Quarter Return
-15.26%
1 Year Return
+37.03%
3 Year Return
+258.57%
5 Year Return
+415.7%
10 Year Return
+2,221.51%
AUM
$312M
AUM Growth
+$312M
(-20%)
Cap. Flow
-$6.41M
Cap. Flow
% of AUM
-2.05%
Top 10 Holdings %
Top 10 Hldgs %
44.11%
Holding
94
New
2
Increased
–
Reduced
7
Closed
4
Top Buys
| 1 |
TEUM
Pareteum Corporation
TEUM
|
$3.46M |
| 2 |
PS
Pluralsight, Inc. Class A Common Stock
PS
|
$2.18M |
Top Sells
| 1 |
WEB
Web.com Group, Inc.
WEB
|
$6.98M |
| 2 |
Amazon
AMZN
|
$1.5M |
| 3 |
WIFI
Boingo Wireless, Inc.
WIFI
|
$843K |
| 4 |
Ciena
CIEN
|
$702K |
| 5 |
Silicon Motion
SIMO
|
$614K |
Sector Composition
| 1 | Technology | 80.83% |
| 2 | Communication Services | 4.41% |
| 3 | Industrials | 3.1% |
| 4 | Consumer Discretionary | 0.65% |
| 5 | Consumer Staples | 0.44% |
