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
$178M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.67M
3
+$3.08M
4
AMD icon
Advanced Micro Devices
AMD
+$3.07M
5
NSP icon
Insperity
NSP
+$3.06M

Top Sells

1
+$4.43M
2
+$3.82M
3
+$3.61M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$3.6M
5
ALGN icon
Align Technology
ALGN
+$2.94M

Sector Composition

1 Technology 43.92%
2 Consumer Discretionary 11.15%
3 Healthcare 10.31%
4 Communication Services 9.33%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 1.52%
168,119
+26,406
27
$2.44M 1.37%
+62,386
28
$2.43M 1.37%
+140,691
29
$2.4M 1.35%
20,967
-25,641
30
$2.35M 1.32%
+82,055
31
$2.34M 1.31%
19,019
-511
32
$2.29M 1.29%
+32,628
33
$2.25M 1.26%
79,000
-2,747
34
$2.21M 1.24%
43,095
-2,431
35
$2.16M 1.22%
15,386
36
$2.15M 1.21%
+16,661
37
$2.09M 1.18%
+34,280
38
$2.06M 1.16%
+43,332
39
$2.04M 1.15%
14,384
+4,976
40
$2.03M 1.14%
22,829
-802
41
$2.03M 1.14%
+18,799
42
$2M 1.12%
175,449
-100,146
43
$1.99M 1.12%
10,630
+2,309
44
$1.96M 1.1%
+12,255
45
$1.94M 1.09%
14,907
+6,698
46
$1.93M 1.08%
+13,118
47
$1.83M 1.03%
49,552
-1,580
48
$1.81M 1.02%
+26,069
49
$1.8M 1.01%
+31,377
50
$1.78M 1%
34,815
-818
1
2
3 4 5