ICRM
Insight Capital Research & Management Portfolio holdings
AUM
$177M
This Quarter Return
+22.72%
1 Year Return
+72.01%
3 Year Return
+286.96%
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
+$178M
(-5.5%)
Cap. Flow
-$25M
Cap. Flow
% of AUM
-14.05%
Top 10 Holdings %
Top 10 Hldgs %
25.35%
Holding
140
New
33
Increased
15
Reduced
26
Closed
65
Top Buys
| 1 |
RP
RealPage, Inc.
RP
|
$4.41M |
| 2 |
WIX.com
WIX
|
$3.67M |
| 3 |
Applied Optoelectronics
AAOI
|
$3.09M |
| 4 |
Advanced Micro Devices
AMD
|
$3.07M |
| 5 |
Insperity
NSP
|
$3.07M |
Top Sells
| 1 |
BERY
Berry Global Group, Inc.
BERY
|
$4.43M |
| 2 |
iShares Core S&P US Growth ETF
IUSG
|
$3.82M |
| 3 |
Amazon
AMZN
|
$3.61M |
| 4 |
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
|
$3.6M |
| 5 |
Align Technology
ALGN
|
$2.94M |
Sector Composition
| 1 | Technology | 43.92% |
| 2 | Consumer Discretionary | 11.15% |
| 3 | Healthcare | 10.31% |
| 4 | Communication Services | 9.33% |
| 5 | Industrials | 9.03% |
