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
$400M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$7.72M
2
+$7.61M
3
+$7.42M
4
BURL icon
Burlington
BURL
+$6.66M
5
CTCT
CONSTANT CONTACT, INC COM
CTCT
+$6.17M

Top Sells

1
+$8.76M
2
+$7.86M
3
+$7.81M
4
MU icon
Micron Technology
MU
+$6.73M
5
ENTA icon
Enanta Pharmaceuticals
ENTA
+$6.48M

Sector Composition

1 Technology 23.77%
2 Consumer Discretionary 15.31%
3 Healthcare 15.3%
4 Industrials 13.69%
5 Real Estate 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$683K 0.17%
8,428
-1,265
102
$664K 0.17%
7,176
+73
103
$638K 0.16%
6,714
+683
104
$602K 0.15%
7,783
-101,622
105
$590K 0.15%
3,892
+10
106
$580K 0.15%
44,550
+450
107
$565K 0.14%
5,685
+43
108
$450K 0.11%
3,930
109
$398K 0.1%
6,490
+643
110
$372K 0.09%
5,554
111
$230K 0.06%
+2,769
112
$207K 0.05%
+2,859
113
$205K 0.05%
2,895
114
$204K 0.05%
2,108
-31,162
115
– –
-80,766
116
– –
-29,212
117
– –
-39,452
118
– –
-14,184
119
– –
-228,840
120
– –
-35,663
121
– –
-127,507
122
– –
-7,995
123
– –
-23,481
124
– –
-74,765
125
– –
-7,709
3 4
5
6 7