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
101
$1.16M 0.3%
+14,972
102
$1.15M 0.3%
+9,973
103
$1.13M 0.29%
+36,965
104
$1.12M 0.29%
+15,280
105
$1.12M 0.29%
+14,714
106
$1.11M 0.29%
+29,452
107
$1.09M 0.28%
+10,990
108
$1.08M 0.28%
+21,016
109
$1.05M 0.27%
+81,694
110
$1.04M 0.27%
+17,767
111
$1.03M 0.27%
+71,732
112
$965K 0.25%
+22,500
113
$953K 0.25%
+23,813
114
$947K 0.25%
+5,310
115
$908K 0.24%
+102,165
116
$907K 0.24%
+11,459
117
$901K 0.23%
+10,467
118
$894K 0.23%
+25,166
119
$891K 0.23%
+122,300
120
$887K 0.23%
+28,338
121
$865K 0.22%
+20,336
122
$845K 0.22%
+34,859
123
$804K 0.21%
+11,225
124
$786K 0.2%
+12,669
125
$735K 0.19%
+21,430
3 4
5
6 7