HIM
Herald Investment Management Portfolio holdings
AUM
$674M
This Quarter Return
-13.42%
1 Year Return
+37.03%
3 Year Return
+258.57%
5 Year Return
+415.7%
10 Year Return
+2,221.51%
AUM
$330M
AUM Growth
+$330M
(-16%)
Cap. Flow
+$3.67M
Cap. Flow
% of AUM
1.11%
Top 10 Holdings %
Top 10 Hldgs %
45.15%
Holding
96
New
6
Increased
4
Reduced
6
Closed
3
Top Buys
| 1 |
Vicor
VICR
|
$2.3M |
| 2 |
Ooma
OOMA
|
$1.71M |
| 3 |
RESN
Resonant Inc.
RESN
|
$1.47M |
| 4 |
Agilysys
AGYS
|
$1.28M |
| 5 |
RADA
Rada Electronic Industries Ltd
RADA
|
$1.21M |
Top Sells
| 1 |
QUMU
Qumu Corp.
QUMU
|
$1.85M |
| 2 |
Apple
AAPL
|
$1.02M |
| 3 |
ENV
ENVESTNET, INC.
ENV
|
$591K |
| 4 |
Trip.com Group
TCOM
|
$556K |
| 5 |
Microsoft
MSFT
|
$547K |
Sector Composition
| 1 | Technology | 84.37% |
| 2 | Communication Services | 3.9% |
| 3 | Industrials | 3.4% |
| 4 | Consumer Discretionary | 1.11% |
| 5 | Financials | 0.19% |
