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
$385M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.4M
3
+$11.9M
4
HPY
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
+$9.41M
5
VC icon
Visteon
VC
+$8.56M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.75%
2 Technology 15.17%
3 Healthcare 14.5%
4 Consumer Discretionary 11.65%
5 Communication Services 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$735K 0.19%
+47,499
127
$732K 0.19%
+35,054
128
$723K 0.19%
+14,495
129
$718K 0.19%
+4,746
130
$717K 0.19%
+9,885
131
$707K 0.18%
+12,348
132
$707K 0.18%
+34,724
133
$693K 0.18%
+9,575
134
$674K 0.17%
+186,235
135
$667K 0.17%
+6,746
136
$645K 0.17%
+17,839
137
$630K 0.16%
+28,397
138
$626K 0.16%
+16,639
139
$626K 0.16%
+12,840
140
$614K 0.16%
+18,178
141
$611K 0.16%
+4,111
142
$601K 0.16%
+6,948
143
$601K 0.16%
+21,929
144
$593K 0.15%
+4,097
145
$581K 0.15%
+4,025
146
$574K 0.15%
+24,887
147
$570K 0.15%
+15,428
148
$565K 0.15%
+16,420
149
$550K 0.14%
+6,019
150
$529K 0.14%
+6,605
4 5
6
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