ICRM

Insight Capital Research & Management Portfolio holdings

AUM $177M
1-Year Est. Return 72.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
-$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$5.88M
3
+$5.17M
4
QLIK
QLIK TECHNOLOGIES INC COM STK (DE)
QLIK
+$5.13M
5
ORLY icon
O'Reilly Automotive
ORLY
+$5.1M

Top Sells

1
+$9.52M
2
+$8.1M
3
+$7.24M
4
BLOX
Infoblox Inc
BLOX
+$7.18M
5
UNH icon
UnitedHealth
UNH
+$6.31M

Sector Composition

1 Consumer Discretionary 23.84%
2 Healthcare 23.55%
3 Technology 16.31%
4 Industrials 8.8%
5 Communication Services 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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