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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
251
$799K 0.06%
7,201
-104
252
$779K 0.05%
12,579
253
$774K 0.05%
11,723
-323
254
$771K 0.05%
66,450
-4,000
255
$768K 0.05%
11,808
-1,186
256
$766K 0.05%
2,549
+33
257
$764K 0.05%
3,902
-1,362
258
$758K 0.05%
7,861
+2,509
259
$751K 0.05%
14,784
+447
260
$749K 0.05%
9,649
261
$743K 0.05%
6,761
-52
262
$739K 0.05%
5,909
-69
263
$738K 0.05%
11,382
-1,228
264
$733K 0.05%
11,115
+3,002
265
$731K 0.05%
22,423
+3,568
266
$727K 0.05%
3,520
+417
267
$723K 0.05%
9,424
+1,293
268
$720K 0.05%
26,888
-115
269
$719K 0.05%
24,966
-57
270
$715K 0.05%
20,763
-1,085
271
$714K 0.05%
1,454
-401
272
$712K 0.05%
2,037
-247
273
$709K 0.05%
3,860
+369
274
$708K 0.05%
6,846
-30
275
$707K 0.05%
20,693
9 10
11
12 13