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
$225M
AUM Growth
-$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$5.57M
2
+$5.17M
3
+$5.17M
4
VEEV icon
Veeva Systems
VEEV
+$4.98M
5
BABA icon
Alibaba
BABA
+$4.07M

Top Sells

1
+$7.12M
2
+$5.75M
3
+$5.41M
4
FN icon
Fabrinet
FN
+$4.81M
5
GVA icon
Granite Construction
GVA
+$4.55M

Sector Composition

1 Technology 25.6%
2 Industrials 22.86%
3 Healthcare 16.54%
4 Consumer Discretionary 12.84%
5 Communication Services 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.22M 2.77%
73,454
+30,112
2
$5.89M 2.62%
62,836
+1,885
3
$5.79M 2.58%
36,903
-3,992
4
$5.57M 2.48%
+194,663
5
$5.17M 2.3%
+173,849
6
$5.17M 2.3%
+46,723
7
$5.14M 2.29%
122,720
+7,580
8
$4.98M 2.22%
+120,595
9
$4.53M 2.02%
112,399
+29,035
10
$4.13M 1.84%
50,979
+5,204
11
$4.07M 1.81%
+38,467
12
$4.06M 1.81%
323,210
+64,162
13
$4.02M 1.79%
+25,623
14
$3.79M 1.69%
29,569
-9,300
15
$3.65M 1.62%
+42,398
16
$3.58M 1.6%
118,824
-40,576
17
$3.53M 1.57%
57,923
-23,629
18
$3.52M 1.57%
43,753
-8,609
19
$3.5M 1.56%
+141,485
20
$3.4M 1.52%
45,734
-6,242
21
$3.4M 1.51%
32,260
+7,009
22
$3.39M 1.51%
77,960
-13,440
23
$3.38M 1.5%
+53,048
24
$3.35M 1.49%
+80,168
25
$3.33M 1.48%
119,916
-11,931
1
2 3 4 5