ICRM

Insight Capital Research & Management Portfolio holdings

AUM $177M
1-Year Est. Return 72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.82M
3
+$7.76M
4
TYL icon
Tyler Technologies
TYL
+$7.54M
5
CSOD
Cornerstone OnDemand, Inc.
CSOD
+$7.38M

Top Sells

1
+$8.77M
2
+$7.05M
3
+$6.74M
4
SWKS icon
Skyworks Solutions
SWKS
+$6.48M
5
SBGI icon
Sinclair Inc
SBGI
+$6.32M

Sector Composition

1 Technology 19.02%
2 Industrials 16.03%
3 Healthcare 14.18%
4 Consumer Discretionary 12.64%
5 Energy 11.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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0
242
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6 7 8 9
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