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
$385M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$12.4M
3
+$11.9M
4
HPY
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
+$9.41M
5
VC icon
Visteon
VC
+$8.56M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.75%
2 Technology 15.17%
3 Healthcare 14.5%
4 Consumer Discretionary 11.65%
5 Communication Services 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$512K 0.13%
+16,989
152
$504K 0.13%
+6,190
153
$480K 0.12%
+15,421
154
$465K 0.12%
+13,340
155
$452K 0.12%
+6,997
156
$446K 0.12%
+11,302
157
$441K 0.11%
+16,183
158
$429K 0.11%
+5,925
159
$399K 0.1%
+8,898
160
$385K 0.1%
+3,479
161
$383K 0.1%
+7,024
162
$380K 0.1%
+5,027
163
$373K 0.1%
+6,900
164
$357K 0.09%
+2,280
165
$357K 0.09%
+17,212
166
$352K 0.09%
+5,850
167
$340K 0.09%
+6,600
168
$337K 0.09%
+2,057
169
$309K 0.08%
+14,268
170
$304K 0.08%
+3,630
171
$282K 0.07%
+6,245
172
$279K 0.07%
+6,389
173
$270K 0.07%
+18,613
174
$263K 0.07%
+6,678
175
$231K 0.06%
+1,452
4 5 6
7
8