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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
351
$531K 0.04%
4,761
352
$530K 0.04%
3,326
-165
353
$526K 0.04%
+8,554
354
$524K 0.04%
9,913
355
$521K 0.04%
1,409
+189
356
$519K 0.04%
5,195
-1,759
357
$517K 0.04%
1,450
-88
358
$511K 0.04%
1,476
-752
359
$506K 0.04%
1,292
-33
360
$506K 0.04%
14,718
-718
361
$505K 0.04%
1,701
+327
362
$504K 0.04%
4,515
+2,253
363
$502K 0.04%
8,312
364
$502K 0.04%
4,200
+453
365
$502K 0.04%
7,612
+589
366
$502K 0.04%
101,363
+5,361
367
$500K 0.04%
+1,013
368
$499K 0.04%
1,025
-6
369
$497K 0.03%
9,355
+1,088
370
$488K 0.03%
1,987
+30
371
$488K 0.03%
2,274
+627
372
$488K 0.03%
12,437
-21
373
$487K 0.03%
3,329
-1,813
374
$486K 0.03%
2,419
+59
375
$485K 0.03%
1,864
+68
13 14
15
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