ICRM

Insight Capital Research & Management Portfolio holdings

AUM $177M
1-Year Est. Return 72.01%
This Quarter Est. Return
1 Year Est. Return
+72.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.4M
3
+$11.9M
4
HPY
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
+$9.41M
5
VC icon
Visteon
VC
+$8.56M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.75%
2 Technology 15.17%
3 Healthcare 14.5%
4 Consumer Discretionary 11.65%
5 Communication Services 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 0.99%
+232,932
27
$3.79M 0.98%
+51,945
28
$3.78M 0.98%
+57,016
29
$3.7M 0.96%
+88,340
30
$3.53M 0.92%
+113,862
31
$3.52M 0.91%
+48,309
32
$3.5M 0.91%
+166,206
33
$3.46M 0.9%
+93,016
34
$3.39M 0.88%
+130,426
35
$3.32M 0.86%
+62,113
36
$3.26M 0.85%
+58,634
37
$3.23M 0.84%
+138,015
38
$3.21M 0.83%
+70,220
39
$3.2M 0.83%
+83,013
40
$3.13M 0.81%
+142,853
41
$3.11M 0.81%
+54,170
42
$3.11M 0.81%
+351,895
43
$3.1M 0.8%
+1,063,610
44
$3.05M 0.79%
+28,720
45
$3M 0.78%
+104,551
46
$2.92M 0.76%
+6,205
47
$2.8M 0.73%
+7,397
48
$2.77M 0.72%
+61,110
49
$2.72M 0.71%
+177,925
50
$2.72M 0.7%
+520,226
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