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
$344M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$9.05M
3
+$7M
4
TYL icon
Tyler Technologies
TYL
+$6.81M
5
CUBE icon
CubeSmart
CUBE
+$5.04M

Top Sells

1
+$10.4M
2
+$8.74M
3
+$6.78M
4
MOH icon
Molina Healthcare
MOH
+$6.44M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$5.5M

Sector Composition

1 Technology 24.31%
2 Consumer Discretionary 20.6%
3 Healthcare 12.02%
4 Communication Services 11.07%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.32M 2.71%
+239,640
2
$9.28M 2.7%
352,492
-6,596
3
$9.05M 2.63%
+101,289
4
$8.34M 2.43%
208,419
+1,960
5
$8.13M 2.37%
86,548
+42,954
6
$8.02M 2.33%
237,160
-114,080
7
$7.95M 2.31%
75,989
-391
8
$7.78M 2.26%
186,330
+70,933
9
$7.32M 2.13%
66,816
-8,237
10
$7M 2.04%
+145,698
11
$6.81M 1.98%
+39,057
12
$6.5M 1.89%
82,624
-2,142
13
$6.01M 1.75%
109,304
-2,813
14
$5.96M 1.73%
67,518
+48,289
15
$5.74M 1.67%
389,427
+97,868
16
$5.59M 1.63%
84,890
-926
17
$5.5M 1.6%
176,957
-1,928
18
$5.31M 1.54%
22,695
+1,047
19
$5.22M 1.52%
309,195
-46,725
20
$5.2M 1.51%
86,693
-1,665
21
$5.04M 1.47%
+164,579
22
$5.03M 1.46%
+129,918
23
$4.98M 1.45%
+63,534
24
$4.96M 1.44%
+44,561
25
$4.75M 1.38%
+38,219
1
2 3 4 5