ICRM

Insight Capital Research & Management Portfolio holdings

AUM $177M
1-Year Est. Return 72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
-$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$3.15M
3
+$2.99M
4
PHM icon
Pultegroup
PHM
+$2.83M
5
UNH icon
UnitedHealth
UNH
+$2.65M

Top Sells

1
+$4.45M
2
+$4.41M
3
+$4.04M
4
AMD icon
Advanced Micro Devices
AMD
+$3.81M
5
WIX icon
WIX.com
WIX
+$3.67M

Sector Composition

1 Technology 26.88%
2 Consumer Discretionary 21.41%
3 Communication Services 13.89%
4 Healthcare 12.61%
5 Industrials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDSO
76
DELISTED
Medidata Solutions, Inc.
MDSO
$984K 0.58%
+12,584
TMUS icon
77
T-Mobile US
TMUS
$222B
$981K 0.58%
16,189
+18
ZD icon
78
Ziff Davis
ZD
$1.63B
$953K 0.56%
12,874
-9,454
PEGA icon
79
Pegasystems
PEGA
$7.2B
$942K 0.55%
+32,280
MAR icon
80
Marriott International
MAR
$87.9B
$935K 0.55%
+9,323
ONTO icon
81
Onto Innovation
ONTO
$10.7B
$901K 0.53%
35,618
-98,739
FMC icon
82
FMC
FMC
$2.22B
$893K 0.52%
14,092
+13
ULTA icon
83
Ulta Beauty
ULTA
$23.5B
$832K 0.49%
+2,896
JD icon
84
JD.com
JD
$39B
$828K 0.49%
+21,112
CLVS
85
DELISTED
Clovis Oncology, Inc.
CLVS
$820K 0.48%
+8,757
CUTR
86
DELISTED
Cutera, Inc.
CUTR
$797K 0.47%
+30,758
TAL icon
87
TAL Education Group
TAL
$6.82B
$755K 0.44%
+37,056
MBUU icon
88
Malibu Boats
MBUU
$455M
$742K 0.44%
+28,693
RSP icon
89
Invesco S&P 500 Equal Weight ETF
RSP
$84.7B
$672K 0.39%
+7,247
WWD icon
90
Woodward
WWD
$22.2B
$632K 0.37%
9,346
-8,894
EW icon
91
Edwards Lifesciences
EW
$46.7B
$555K 0.33%
+14,079
FORM icon
92
FormFactor
FORM
$8.04B
$368K 0.22%
+29,688
IQV icon
93
IQVIA
IQV
$29.1B
$343K 0.2%
+3,827
AOS icon
94
A.O. Smith
AOS
$8.9B
$337K 0.2%
+5,990
XYL icon
95
Xylem
XYL
$29.2B
$337K 0.2%
+6,083
ELS icon
96
Equity Lifestyle Properties
ELS
$12.4B
$332K 0.19%
+7,696
IWO icon
97
iShares Russell 2000 Growth ETF
IWO
$12.4B
$323K 0.19%
+1,915
CDW icon
98
CDW
CDW
$15.7B
$320K 0.19%
+5,112
WCN icon
99
Waste Connections
WCN
$42.5B
$318K 0.19%
+4,935
IDXX icon
100
Idexx Laboratories
IDXX
$45.2B
$309K 0.18%
+1,913
2 3
4
5 6