IAS

Insigneo Advisory Services Portfolio holdings

AUM $1.16B
1-Year Est. Return 22.92%
This Quarter Est. Return
1 Year Est. Return
+22.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$264M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Buys

1 +$37.4M
2 +$10.6M
3 +$10.3M
4
AMZN icon
Amazon
AMZN
+$10.2M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.46M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.36%
2 Financials 9.57%
3 Consumer Discretionary 9.21%
4 Communication Services 6.79%
5 Industrials 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$232K 0.09%
+453
227
$232K 0.09%
+354
228
$231K 0.09%
+12,270
229
$230K 0.09%
+8,697
230
$224K 0.08%
+1,282
231
$223K 0.08%
+5,478
232
$223K 0.08%
+5,748
233
$220K 0.08%
+1,058
234
$217K 0.08%
+5,216
235
$216K 0.08%
+8,490
236
$215K 0.08%
+6,389
237
$214K 0.08%
+3,786
238
$214K 0.08%
+830
239
$211K 0.08%
+5,154
240
$209K 0.08%
+5,100
241
$207K 0.08%
+2,500
242
$206K 0.08%
+3,004
243
$206K 0.08%
+1,513
244
$204K 0.08%
+1,493
245
$204K 0.08%
+7,623
246
$201K 0.08%
+284
247
$201K 0.08%
+605
248
$201K 0.08%
+5,295
249
$201K 0.08%
+518
250
$201K 0.08%
+2,819