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
$178M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$3.67M
3
+$3.08M
4
AMD icon
Advanced Micro Devices
AMD
+$3.07M
5
NSP icon
Insperity
NSP
+$3.06M

Top Sells

1
+$4.43M
2
+$3.82M
3
+$3.61M
4
SLCA
U.S. SILICA HOLDINGS, INC.
SLCA
+$3.6M
5
ALGN icon
Align Technology
ALGN
+$2.94M

Sector Composition

1 Technology 43.92%
2 Consumer Discretionary 11.15%
3 Healthcare 10.31%
4 Communication Services 9.33%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.64M 3.17%
157,180
-7,708
2
$5.07M 2.85%
204,228
+105,189
3
$4.81M 2.7%
25,058
-7,394
4
$4.45M 2.5%
21,634
+2,585
5
$4.41M 2.48%
+126,365
6
$4.37M 2.45%
59,357
+14,069
7
$4.23M 2.38%
45,916
+8,429
8
$4.21M 2.37%
43,278
-1,440
9
$4.09M 2.3%
134,357
+33,000
10
$3.81M 2.14%
261,697
+211,223
11
$3.76M 2.11%
112,119
+1,582
12
$3.67M 2.07%
+54,115
13
$3.62M 2.04%
48,489
-1,537
14
$3.6M 2.02%
60,684
+26,473
15
$3.59M 2.02%
99,204
+28,699
16
$3.52M 1.98%
53,460
-39,799
17
$3.26M 1.83%
50,017
-1,546
18
$3.08M 1.73%
+54,942
19
$3.06M 1.72%
+69,148
20
$2.93M 1.65%
+135,119
21
$2.81M 1.58%
38,896
-28,236
22
$2.8M 1.58%
+96,955
23
$2.79M 1.57%
+72,506
24
$2.76M 1.55%
125,910
-3,340
25
$2.73M 1.54%
401,170
+234,170
1
2 3 4 5