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
$438M
AUM Growth
+$3.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.48M
3
+$8.06M
4
CW icon
Curtiss-Wright
CW
+$7.9M
5
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
+$7.66M

Top Sells

1
+$10.6M
2
+$10M
3
+$9.4M
4
BITA
Bitauto Holdings Limited
BITA
+$8.76M
5
HPY
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
+$8.58M

Sector Composition

1 Technology 16.33%
2 Industrials 16.27%
3 Energy 15.55%
4 Healthcare 15.05%
5 Consumer Discretionary 12.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-774
127
– –
-149,851
128
– –
-814,930
129
– –
-219,080
130
– –
-10,679
131
– –
-150,184
132
– –
-29,403
133
– –
-16,400
134
– –
-166,008
135
– –
-459,284
136
– –
-68,733
137
– –
-120,011
138
– –
-164,592
139
– –
-177,146
140
– –
-153,831
141
– –
-12,820
142
– –
-130,297
143
– –
-162,912
144
– –
-25,604
145
– –
-587,504
146
– –
-75,108
147
– –
-70,837
148
– –
-207,040
149
– –
-197,647
150
– –
-100,202
3 4 5
6
7