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
51
$3.29M 0.96%
69,956
-72,349
52
$3.21M 0.94%
+64,991
53
$3.11M 0.91%
2,442
+136
54
$3.1M 0.9%
5,707
-5,514
55
$3.08M 0.9%
+84,360
56
$3.05M 0.89%
+53,738
57
$2.96M 0.86%
267,456
-91,506
58
$2.94M 0.86%
25,133
-539
59
$2.93M 0.85%
15,478
+2,048
60
$2.79M 0.81%
165,482
-4,342
61
$2.57M 0.75%
+40,357
62
$2.54M 0.74%
+89,358
63
$2.52M 0.73%
+17,672
64
$2.38M 0.69%
24,329
-178
65
$2.38M 0.69%
55,278
-800
66
$2.33M 0.68%
+3,142
67
$2.31M 0.67%
+125,352
68
$2.28M 0.66%
19,885
-26,378
69
$2.27M 0.66%
+50,390
70
$2.22M 0.65%
22,196
-168
71
$2.09M 0.61%
+50,509
72
$2.05M 0.6%
11,068
-80
73
$2.04M 0.59%
+22,895
74
$1.93M 0.56%
30,872
-216
75
$1.89M 0.55%
13,533
-974
1 2
3
4 5