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
$344M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$9.05M
3
+$7M
4
TYL icon
Tyler Technologies
TYL
+$6.81M
5
CUBE icon
CubeSmart
CUBE
+$5.04M

Top Sells

1
+$10.4M
2
+$8.74M
3
+$6.78M
4
MOH icon
Molina Healthcare
MOH
+$6.44M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$5.5M

Sector Composition

1 Technology 24.31%
2 Consumer Discretionary 20.6%
3 Healthcare 12.02%
4 Communication Services 11.07%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
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