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
$225M
AUM Growth
-$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$5.17M
3
+$5.17M
4
VEEV icon
Veeva Systems
VEEV
+$4.98M
5
BABA icon
Alibaba
BABA
+$4.07M

Top Sells

1
+$7.12M
2
+$5.75M
3
+$5.41M
4
FN icon
Fabrinet
FN
+$4.81M
5
GVA icon
Granite Construction
GVA
+$4.55M

Sector Composition

1 Technology 25.6%
2 Industrials 22.86%
3 Healthcare 16.54%
4 Consumer Discretionary 12.84%
5 Communication Services 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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