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
$188M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.6M
3
+$2.94M
4
NMIH icon
NMI Holdings
NMIH
+$2.94M
5
PLNT icon
Planet Fitness
PLNT
+$2.87M

Top Sells

1
+$5.84M
2
+$5.57M
3
+$5.38M
4
BABA icon
Alibaba
BABA
+$4.07M
5
COHR
Coherent Inc
COHR
+$3.8M

Sector Composition

1 Technology 28.19%
2 Consumer Discretionary 17.56%
3 Industrials 13.66%
4 Healthcare 9.1%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$350K 0.19%
+8,047
102
$324K 0.17%
+9,862
103
$305K 0.16%
+5,492
104
$269K 0.14%
3,045
105
$256K 0.14%
+2,051
106
$229K 0.12%
+8,764
107
$209K 0.11%
+5,209
108
– –
-39,254
109
– –
-17,092
110
– –
-9,651
111
– –
-115,322
112
– –
-4,253
113
– –
-41,251
114
– –
-61,236
115
– –
-15,273
116
– –
-15,822
117
– –
-58,659
118
– –
-7,558
119
– –
-61,355
120
– –
-194,663
121
– –
-38,467
122
– –
-18,944
123
– –
-68,341
124
– –
-72,151
125
– –
-17,284
3 4
5
6 7