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
$384M
AUM Growth
-$54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Sector Composition

1 Technology 21.6%
2 Healthcare 15.33%
3 Consumer Discretionary 13.42%
4 Industrials 9.49%
5 Real Estate 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.75M 0.46%
12,459
+84
77
$1.7M 0.44%
29,363
+198
78
$1.63M 0.42%
21,114
-10
79
$1.58M 0.41%
18,062
-13
80
$1.56M 0.41%
+30,251
81
$1.48M 0.39%
+248,383
82
$1.45M 0.38%
22,510
-23,662
83
$1.45M 0.38%
11,252
+78
84
$1.45M 0.38%
20,900
85
$1.42M 0.37%
+88,200
86
$1.42M 0.37%
7,795
-7,340
87
$1.36M 0.35%
8,683
-25
88
$1.3M 0.34%
12,746
-9
89
$1.28M 0.33%
47,538
-69,114
90
$1.11M 0.29%
16,232
+113
91
$1.08M 0.28%
10,143
-9,724
92
$1.07M 0.28%
9,638
-14,331
93
$978K 0.26%
18,336
+132
94
$843K 0.22%
12,679
-9
95
$798K 0.21%
6,737
+49
96
$796K 0.21%
+78,644
97
$771K 0.2%
17,155
-27
98
$759K 0.2%
7,717
-6
99
$735K 0.19%
+9,693
100
$705K 0.18%
27,123
-45