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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
301
$646K 0.05%
10,557
-149
302
$645K 0.05%
3,151
-225
303
$644K 0.05%
31,336
304
$641K 0.05%
16,220
-53
305
$640K 0.04%
9,592
+1,267
306
$640K 0.04%
24,985
+3,980
307
$638K 0.04%
11,658
-65
308
$635K 0.04%
11,977
+325
309
$632K 0.04%
7,570
+402
310
$632K 0.04%
2,861
-342
311
$631K 0.04%
806
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312
$625K 0.04%
12,376
+882
313
$621K 0.04%
6,164
-354
314
$621K 0.04%
674
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315
$617K 0.04%
5,148
+130
316
$613K 0.04%
3,431
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317
$610K 0.04%
20,128
+10,000
318
$608K 0.04%
13,754
+30
319
$604K 0.04%
4,534
-244
320
$600K 0.04%
791
-93
321
$599K 0.04%
2,039
322
$595K 0.04%
10,265
-2,704
323
$588K 0.04%
12,329
+505
324
$587K 0.04%
11,709
325
$584K 0.04%
456
11 12
13
14 15