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
$178M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.67M
3
+$3.08M
4
AMD icon
Advanced Micro Devices
AMD
+$3.07M
5
NSP icon
Insperity
NSP
+$3.06M

Top Sells

1
+$4.43M
2
+$3.82M
3
+$3.61M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$3.6M
5
ALGN icon
Align Technology
ALGN
+$2.94M

Sector Composition

1 Technology 43.92%
2 Consumer Discretionary 11.15%
3 Healthcare 10.31%
4 Communication Services 9.33%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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