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
76
$1.85M 0.48%
+53,685
77
$1.8M 0.47%
+35,737
78
$1.79M 0.46%
+34,871
79
$1.77M 0.46%
+42,755
80
$1.68M 0.44%
+20,708
81
$1.64M 0.43%
+24,970
82
$1.56M 0.4%
+18,860
83
$1.54M 0.4%
+50,047
84
$1.53M 0.4%
+16,645
85
$1.52M 0.39%
+8,881
86
$1.5M 0.39%
+63,663
87
$1.48M 0.38%
+19,208
88
$1.45M 0.38%
+54,300
89
$1.42M 0.37%
+65,105
90
$1.34M 0.35%
+15,841
91
$1.33M 0.35%
+78,858
92
$1.33M 0.34%
+21,035
93
$1.27M 0.33%
+51,123
94
$1.25M 0.32%
+16,144
95
$1.23M 0.32%
+11,988
96
$1.2M 0.31%
+16,024
97
$1.19M 0.31%
+25,717
98
$1.19M 0.31%
+37,720
99
$1.17M 0.3%
+17,528
100
$1.16M 0.3%
+15,909
2 3
4
5 6