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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
276
$701K 0.05%
12,222
+4,140
277
$701K 0.05%
6,265
+51
278
$699K 0.05%
27,041
+325
279
$698K 0.05%
29,247
+2,546
280
$686K 0.05%
5,102
+220
281
$685K 0.05%
2,898
-174
282
$682K 0.05%
+7,172
283
$682K 0.05%
31,900
-600
284
$681K 0.05%
4,807
+1,336
285
$681K 0.05%
24,946
286
$676K 0.05%
2,420
-116
287
$675K 0.05%
14,599
-970
288
$666K 0.05%
6,374
+4
289
$661K 0.05%
6,943
+649
290
$659K 0.05%
+14,921
291
$659K 0.05%
1,932
+38
292
$658K 0.05%
29,893
293
$657K 0.05%
12,910
-9,464
294
$657K 0.05%
2,657
+743
295
$656K 0.05%
1,356
+43
296
$652K 0.05%
16,260
-82
297
$651K 0.05%
19,969
+911
298
$650K 0.05%
5,070
+690
299
$649K 0.05%
+4,745
300
$649K 0.05%
7,716
+1,077
10 11
12
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