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IAS

Insigneo Advisory Services Portfolio holdings

AUM $1.4B
1-Year Est. Return 27.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
+$259M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
790
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$11.9M
3
+$11M
4
AAPL icon
Apple
AAPL
+$7.55M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$6.7M

Top Sells

1
+$3.1M
2
+$1.65M
3
+$964K
4
VALE icon
Vale
VALE
+$929K
5
SHOP icon
Shopify
SHOP
+$885K

Sector Composition

1 Technology 22.89%
2 Financials 9.63%
3 Consumer Discretionary 7.83%
4 Communication Services 7.09%
5 Industrials 5.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$918K 0.06%
5,915
-206
227
$910K 0.06%
4,282
+192
228
$909K 0.06%
4,028
+25
229
$906K 0.06%
4,626
+2,646
230
$906K 0.06%
1,520
-134
231
$901K 0.06%
50,677
+4,267
232
$893K 0.06%
+23,481
233
$890K 0.06%
9,753
+500
234
$881K 0.06%
20,118
-107
235
$877K 0.06%
23,070
+253
236
$875K 0.06%
3,209
+2
237
$865K 0.06%
1,420
-142
238
$865K 0.06%
3,501
-55
239
$851K 0.06%
3,017
+95
240
$846K 0.06%
26,929
+933
241
$843K 0.06%
+30,673
242
$834K 0.06%
11,302
-175
243
$833K 0.06%
4,333
+64
244
$825K 0.06%
11,414
-19
245
$819K 0.06%
17,909
+690
246
$818K 0.06%
29,409
247
$816K 0.06%
3,052
+413
248
$812K 0.06%
6,689
-781
249
$807K 0.06%
7,050
+2,312
250
$807K 0.06%
78,233
+19,420
8 9
10
11 12