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
$188M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.6M
3
+$2.94M
4
NMIH icon
NMI Holdings
NMIH
+$2.94M
5
PLNT icon
Planet Fitness
PLNT
+$2.87M

Top Sells

1
+$5.84M
2
+$5.57M
3
+$5.38M
4
BABA icon
Alibaba
BABA
+$4.07M
5
COHR
Coherent Inc
COHR
+$3.8M

Sector Composition

1 Technology 28.19%
2 Consumer Discretionary 17.56%
3 Industrials 13.66%
4 Healthcare 9.1%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$956K 0.51%
+16,619
77
$945K 0.5%
+42,322
78
$878K 0.47%
+11,167
79
$862K 0.46%
96,342
-174,755
80
$856K 0.45%
9,803
-11,126
81
$845K 0.45%
+8,209
82
$812K 0.43%
21,236
-152,613
83
$764K 0.41%
+19,346
84
$717K 0.38%
4,679
-111
85
$716K 0.38%
+167,000
86
$712K 0.38%
+14,506
87
$698K 0.37%
+8,225
88
$656K 0.35%
18,166
-406
89
$643K 0.34%
7,427
90
$633K 0.34%
4,115
+2,200
91
$572K 0.3%
50,474
-67,980
92
$570K 0.3%
+14,449
93
$502K 0.27%
32,914
-3,373
94
$435K 0.23%
+9,741
95
$429K 0.23%
13,740
-59,763
96
$420K 0.22%
13,286
-1,114
97
$403K 0.21%
+5,305
98
$396K 0.21%
9,060
-588
99
$396K 0.21%
+4,673
100
$393K 0.21%
+8,305
2 3
4
5 6