HA

Herold Advisors Portfolio holdings

AUM $477M
1-Year Est. Return 16.4%
This Quarter Est. Return
1 Year Est. Return
+16.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$9.25M
3 +$6.21M
4
V icon
Visa
V
+$6.16M
5
BIP icon
Brookfield Infrastructure Partners
BIP
+$4.52M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.35%
2 Financials 14.32%
3 Healthcare 11.21%
4 Industrials 6.85%
5 Consumer Discretionary 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$6K ﹤0.01%
+70
652
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653
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662
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664
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669
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+50
671
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672
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+300
673
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+100
675
$4K ﹤0.01%
+100