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
$413M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.82M
3
+$7.76M
4
TYL icon
Tyler Technologies
TYL
+$7.54M
5
CSOD
Cornerstone OnDemand, Inc.
CSOD
+$7.38M

Top Sells

1
+$8.77M
2
+$7.05M
3
+$6.74M
4
SWKS icon
Skyworks Solutions
SWKS
+$6.48M
5
SBGI icon
Sinclair Inc
SBGI
+$6.32M

Sector Composition

1 Technology 19.02%
2 Industrials 16.03%
3 Healthcare 14.18%
4 Consumer Discretionary 12.64%
5 Energy 11.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$485K 0.12%
18,622
-200,257
127
$476K 0.12%
7,229
-102,551
128
$461K 0.11%
+7,078
129
$455K 0.11%
6,068
-50,948
130
$435K 0.11%
5,259
+232
131
$431K 0.1%
+12,230
132
$431K 0.1%
6,830
+230
133
$424K 0.1%
3,596
+117
134
$418K 0.1%
+18,641
135
$409K 0.1%
2,069
+12
136
$385K 0.09%
3,819
-12,826
137
$376K 0.09%
6,964
-1,934
138
$374K 0.09%
2,047
-6,834
139
$355K 0.09%
14,332
+64
140
$346K 0.08%
+5,637
141
$343K 0.08%
2,135
-2,611
142
$329K 0.08%
+6,172
143
$304K 0.07%
6,416
+27
144
$280K 0.07%
6,863
+22
145
$277K 0.07%
7,160
-18
146
$266K 0.06%
2,661
-13,180
147
$265K 0.06%
+18,183
148
$238K 0.06%
8,987
-217,655
149
$230K 0.06%
2,000
150
$215K 0.05%
+5,554
4 5
6
7 8