ICRM

Insight Capital Research & Management Portfolio holdings

AUM $177M
1-Year Est. Return 72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$3.18M
3
+$2.75M
4
EXEL icon
Exelixis
EXEL
+$2.75M
5
AMD icon
Advanced Micro Devices
AMD
+$2.68M

Top Sells

1
+$4.43M
2
+$3.82M
3
+$3.61M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$3.6M
5
PLNT icon
Planet Fitness
PLNT
+$2.87M

Sector Composition

1 Technology 43.92%
2 Consumer Discretionary 11.15%
3 Healthcare 10.31%
4 Communication Services 9.33%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-11,934
102
– –
-9,803
103
– –
-4,679
104
– –
-13,286
105
– –
-98,413
106
– –
-21,236
107
– –
-188,469
108
– –
-8,225
109
– –
-142,704
110
– –
-19,346
111
– –
-24,263
112
– –
-113,043
113
– –
-7,427
114
– –
-4,673
115
– –
-87,754
116
– –
-6,589
117
– –
-29,058
118
– –
-11,167
119
– –
-259,370
120
– –
-9,740
121
– –
-8,764
122
– –
-99,094
123
– –
-63,498
124
– –
-13,338
125
– –
-54,362
2 3 4
5
6