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
$390M
AUM Growth
+$6.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$7.68M
2
+$6.85M
3
+$5.91M
4
MTN icon
Vail Resorts
MTN
+$5.67M
5
STE icon
Steris
STE
+$5.44M

Top Sells

1
+$9.55M
2
+$8.89M
3
+$7.47M
4
THC icon
Tenet Healthcare
THC
+$7.24M
5
CODE
SPANSION INC, CLASS A COMMON STOCK
CODE
+$6.44M

Sector Composition

1 Technology 25.7%
2 Consumer Discretionary 14.49%
3 Healthcare 14.21%
4 Industrials 12.66%
5 Real Estate 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,612
152
– –
-100,179
153
– –
-21,114
154
– –
-18,419
155
– –
-11,252
156
– –
-142,401
157
– –
-85,246
158
– –
-174,021
159
– –
-8,683
160
– –
-119,375
161
– –
-282,599
162
– –
-59,627
163
– –
-437,059
164
– –
-55,348
3 4 5 6
7