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
$188M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.6M
3
+$2.94M
4
NMIH icon
NMI Holdings
NMIH
+$2.94M
5
PLNT icon
Planet Fitness
PLNT
+$2.87M

Top Sells

1
+$5.84M
2
+$5.57M
3
+$5.38M
4
BABA icon
Alibaba
BABA
+$4.07M
5
COHR
Coherent Inc
COHR
+$3.8M

Sector Composition

1 Technology 28.19%
2 Consumer Discretionary 17.56%
3 Industrials 13.66%
4 Healthcare 9.1%
5 Communication Services 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.79M 3.08%
93,259
+39,399
2
$5.24M 2.78%
32,452
-4,451
3
$4.87M 2.59%
67,132
+9,209
4
$4.77M 2.54%
164,888
+97,624
5
$4.48M 2.38%
46,608
-16,228
6
$4.43M 2.36%
99,094
-13,305
7
$3.82M 2.03%
+88,900
8
$3.79M 2.01%
44,718
-6,261
9
$3.61M 1.92%
96,320
-26,400
10
$3.6M 1.91%
+63,498
11
$3.37M 1.79%
50,026
+23,451
12
$3.15M 1.67%
110,537
+23,801
13
$3.13M 1.66%
36,393
-7,927
14
$3.07M 1.63%
37,487
-6,266
15
$2.94M 1.56%
+45,288
16
$2.94M 1.56%
+275,595
17
$2.87M 1.52%
+142,704
18
$2.84M 1.51%
+51,563
19
$2.84M 1.51%
+98,413
20
$2.83M 1.5%
+81,663
21
$2.77M 1.47%
87,754
-32,162
22
$2.68M 1.42%
+47,379
23
$2.62M 1.39%
113,043
+19,431
24
$2.62M 1.39%
19,049
-27,674
25
$2.58M 1.37%
80,072
-38,752
1
2 3 4 5