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
51
$2.68M 0.7%
+29,717
52
$2.68M 0.69%
+14,646
53
$2.62M 0.68%
+59,735
54
$2.54M 0.66%
+136,257
55
$2.48M 0.64%
+51,339
56
$2.47M 0.64%
+28,760
57
$2.46M 0.64%
+85,258
58
$2.43M 0.63%
+50,209
59
$2.4M 0.62%
+77,267
60
$2.31M 0.6%
+23,464
61
$2.21M 0.57%
+29,745
62
$2.17M 0.56%
+88,618
63
$2.13M 0.55%
+42,417
64
$2.12M 0.55%
+37,744
65
$2.08M 0.54%
+87,444
66
$2.06M 0.54%
+46,060
67
$2.06M 0.53%
+46,503
68
$2.05M 0.53%
+57,445
69
$2.04M 0.53%
+37,335
70
$2.03M 0.53%
+77,682
71
$1.98M 0.51%
+24,252
72
$1.94M 0.5%
+30,624
73
$1.92M 0.5%
+78,364
74
$1.91M 0.5%
+47,587
75
$1.87M 0.48%
+134,520
1 2
3
4 5