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
$344M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$9.05M
3
+$7M
4
TYL icon
Tyler Technologies
TYL
+$6.81M
5
CUBE icon
CubeSmart
CUBE
+$5.04M

Top Sells

1
+$10.4M
2
+$8.74M
3
+$6.78M
4
MOH icon
Molina Healthcare
MOH
+$6.44M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$5.5M

Sector Composition

1 Technology 24.31%
2 Consumer Discretionary 20.6%
3 Healthcare 12.02%
4 Communication Services 11.07%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.75M 1.38%
71,047
-1,743
27
$4.67M 1.36%
70,678
+3,165
28
$4.58M 1.33%
+64,057
29
$4.28M 1.24%
55,430
+534
30
$4.24M 1.24%
53,058
-1,335
31
$4.23M 1.23%
+76,184
32
$4.21M 1.22%
71,774
-21,464
33
$4.08M 1.19%
138,912
-26,622
34
$4.04M 1.17%
30,512
+6,967
35
$3.97M 1.15%
51,161
-768
36
$3.94M 1.15%
+32,740
37
$3.9M 1.13%
+86,943
38
$3.87M 1.13%
45,963
-949
39
$3.87M 1.13%
+79,778
40
$3.87M 1.13%
40,733
-9,230
41
$3.85M 1.12%
+427,835
42
$3.81M 1.11%
57,597
-580
43
$3.72M 1.08%
+73,206
44
$3.66M 1.07%
34,334
-2,014
45
$3.65M 1.06%
50,402
-1,215
46
$3.58M 1.04%
+28,001
47
$3.52M 1.02%
+125,879
48
$3.39M 0.99%
49,379
-1,798
49
$3.31M 0.96%
31,484
-501
50
$3.3M 0.96%
+139,956
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