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
$287M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.51M
3
+$4.43M
4
AMAT icon
Applied Materials
AMAT
+$3.52M
5
ORBK
Orbotech Ltd
ORBK
+$3.49M

Top Sells

1
+$9.93M
2
+$7.39M
3
+$5.83M
4
AMN icon
AMN Healthcare
AMN
+$5.71M
5
AAPL icon
Apple
AAPL
+$5.27M

Sector Composition

1 Technology 17.59%
2 Industrials 17.28%
3 Healthcare 16.68%
4 Consumer Discretionary 12.34%
5 Real Estate 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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128
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129
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130
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-41,986
131
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-47,679
132
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-17,846
133
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-119,718
134
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-125,260
135
– –
-73,011
136
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-26,823
2 3 4 5
6