HIG

Herr Investment Group Portfolio holdings

AUM $338M
1-Year Est. Return 9.17%
This Quarter Est. Return
1 Year Est. Return
+9.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$528M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$39.8M
2 +$36M
3 +$33.4M
4
COUP
Coupa Software Incorporated
COUP
+$32.9M
5
CCJ icon
Cameco
CCJ
+$32.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.43%
2 Technology 18.62%
3 Materials 9.8%
4 Consumer Staples 8.54%
5 Communication Services 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0
77
0
78
0