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
51
$2.05M 0.91%
41,251
-91,540
52
$2.03M 0.9%
+15,386
53
$2M 0.89%
+20,069
54
$2M 0.89%
+72,638
55
$1.99M 0.89%
+76,274
56
$1.98M 0.88%
23,985
-19,572
57
$1.94M 0.86%
+6,701
58
$1.9M 0.85%
67,264
-51,916
59
$1.88M 0.84%
19,157
-18,421
60
$1.87M 0.83%
20,929
-18,815
61
$1.83M 0.82%
+1,070,320
62
$1.82M 0.81%
+39,254
63
$1.81M 0.81%
+115,322
64
$1.77M 0.79%
+26,575
65
$1.74M 0.77%
43,240
-99,520
66
$1.67M 0.74%
+10,054
67
$1.63M 0.72%
68,341
-227,339
68
$1.62M 0.72%
24,757
-20,661
69
$1.58M 0.7%
+235,840
70
$1.55M 0.69%
+12,227
71
$1.28M 0.57%
+18,944
72
$1.23M 0.55%
+15,273
73
$1.19M 0.53%
8,530
-29,303
74
$1.02M 0.46%
6,159
-8,569
75
$1M 0.45%
+18,456
1 2
3
4 5