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
1
$13.4M 3.47%
+1,637,207
2
$12.4M 3.21%
+2,038,175
3
$11.9M 3.09%
+1,593,668
4
$9.41M 2.44%
+252,603
5
$8.56M 2.22%
+135,576
6
$6.74M 1.75%
+191,672
7
$6.67M 1.73%
+109,780
8
$6.48M 1.68%
+296,059
9
$6.39M 1.66%
+352,128
10
$6.32M 1.64%
+215,013
11
$5.92M 1.54%
+22,297
12
$5.6M 1.45%
+240,253
13
$5.55M 1.44%
+400,104
14
$5.55M 1.44%
+391,832
15
$5.44M 1.41%
+421,530
16
$5.21M 1.35%
+93,709
17
$5.06M 1.31%
+226,642
18
$4.97M 1.29%
+151,171
19
$4.78M 1.24%
+1,207
20
$4.5M 1.17%
+65,496
21
$4.32M 1.12%
+70,725
22
$4.32M 1.12%
+218,879
23
$4.22M 1.09%
+68,332
24
$4.08M 1.06%
+207,704
25
$4.07M 1.06%
+246,088
1
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