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
$225M
AUM Growth
-$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$5.17M
3
+$5.17M
4
VEEV icon
Veeva Systems
VEEV
+$4.98M
5
BABA icon
Alibaba
BABA
+$4.07M

Top Sells

1
+$7.12M
2
+$5.75M
3
+$5.41M
4
FN icon
Fabrinet
FN
+$4.81M
5
GVA icon
Granite Construction
GVA
+$4.55M

Sector Composition

1 Technology 25.6%
2 Industrials 22.86%
3 Healthcare 16.54%
4 Consumer Discretionary 12.84%
5 Communication Services 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 1.39%
44,320
-7,645
27
$3.1M 1.38%
53,860
-6,467
28
$2.95M 1.32%
73,503
-309
29
$2.93M 1.3%
98,804
-38,725
30
$2.9M 1.29%
+61,355
31
$2.81M 1.25%
126,633
-21,882
32
$2.77M 1.23%
72,151
-12,217
33
$2.76M 1.23%
+123,456
34
$2.66M 1.18%
+57,814
35
$2.65M 1.18%
+99,338
36
$2.64M 1.17%
+85,908
37
$2.59M 1.16%
+7,000
38
$2.57M 1.14%
19,941
-3,379
39
$2.57M 1.14%
+138,203
40
$2.55M 1.13%
+19,821
41
$2.53M 1.13%
61,236
-11,858
42
$2.33M 1.04%
+58,659
43
$2.32M 1.03%
+271,097
44
$2.27M 1.01%
+86,736
45
$2.26M 1.01%
131,200
+2,260
46
$2.19M 0.98%
79,773
-13,481
47
$2.16M 0.96%
+304,825
48
$2.14M 0.95%
93,612
-43,862
49
$2.13M 0.95%
15,822
-21,994
50
$2.13M 0.95%
+17,092
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2
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