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
51
$1.68M 0.94%
+13,401
52
$1.68M 0.94%
19,074
-17,319
53
$1.66M 0.93%
42,677
-37,395
54
$1.63M 0.92%
+22,328
55
$1.62M 0.91%
+51,987
56
$1.61M 0.9%
+590,360
57
$1.55M 0.87%
+26,403
58
$1.54M 0.87%
+12,051
59
$1.54M 0.87%
+15,751
60
$1.5M 0.85%
+26,601
61
$1.48M 0.83%
36,283
+4,488
62
$1.47M 0.83%
+28,052
63
$1.41M 0.79%
+71,007
64
$1.37M 0.77%
38,706
-1,355
65
$1.35M 0.76%
55,297
-4,520
66
$1.24M 0.7%
18,240
-637
67
$1.15M 0.65%
48,880
-4,453
68
$1.05M 0.59%
+12,106
69
$1.04M 0.59%
16,171
-448
70
$949K 0.53%
+42,363
71
$937K 0.53%
+47,268
72
$850K 0.48%
14,079
-427
73
$753K 0.42%
+20,044
74
$427K 0.24%
16,034
-26,436
75
$267K 0.15%
11,055
-31,267
1 2
3
4 5