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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
326
$581K 0.04%
6,207
-63
327
$581K 0.04%
29,334
+1,686
328
$578K 0.04%
1,216
+30
329
$577K 0.04%
13,687
+8,759
330
$575K 0.04%
11,037
+1,460
331
$572K 0.04%
47,857
+378
332
$572K 0.04%
2,837
+1,446
333
$568K 0.04%
44,491
-6,540
334
$567K 0.04%
+82,000
335
$561K 0.04%
5,029
-4,790
336
$561K 0.04%
16,178
+250
337
$560K 0.04%
9,734
-271
338
$557K 0.04%
37,166
+4,000
339
$556K 0.04%
4,154
-229
340
$555K 0.04%
4,410
341
$551K 0.04%
4,238
-1,389
342
$550K 0.04%
2,121
+15
343
$550K 0.04%
3,967
-324
344
$550K 0.04%
2,115
-38
345
$544K 0.04%
2,907
+425
346
$544K 0.04%
+6,428
347
$540K 0.04%
11,805
-302
348
$538K 0.04%
7,142
-941
349
$536K 0.04%
2,704
+28
350
$535K 0.04%
23,800
12 13
14
15 16