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
$438M
AUM Growth
+$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.33%
2 Industrials 16.27%
3 Energy 15.55%
4 Healthcare 15.05%
5 Consumer Discretionary 12.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$2.04M 0.47%
12,253
-809
77
$1.95M 0.45%
+48,202
78
$1.94M 0.44%
22,572
-714
79
$1.91M 0.44%
23,643
-64
80
$1.83M 0.42%
21,124
-77
81
$1.72M 0.39%
13,498
-38
82
$1.72M 0.39%
18,075
-49
83
$1.65M 0.38%
29,165
-83
84
$1.51M 0.35%
20,900
85
$1.5M 0.34%
12,755
-36
86
$1.48M 0.34%
11,174
-31
87
$1.47M 0.33%
12,375
-37
88
$1.07M 0.25%
+8,708
89
$1M 0.23%
16,119
-45
90
$985K 0.23%
+69,655
91
$959K 0.22%
18,204
-44
92
$922K 0.21%
12,688
-7,254
93
$865K 0.2%
22,340
-29,038
94
$844K 0.19%
31,962
-256,377
95
$826K 0.19%
17,182
-242
96
$801K 0.18%
6,688
-18
97
$799K 0.18%
3,561
-79
98
$793K 0.18%
7,723
-24
99
$763K 0.17%
+27,168
100
$733K 0.17%
+7,025