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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
376
$479K 0.03%
2,828
+86
377
$478K 0.03%
619
-214
378
$477K 0.03%
19,500
+4,000
379
$470K 0.03%
6,257
-1,462
380
$468K 0.03%
1,623
+70
381
$468K 0.03%
10,050
-2,700
382
$466K 0.03%
10,481
+3,767
383
$465K 0.03%
487
+83
384
$463K 0.03%
3,618
-71
385
$463K 0.03%
18,096
-3,890
386
$461K 0.03%
3,531
-435
387
$460K 0.03%
14,781
+1,742
388
$457K 0.03%
+3,460
389
$456K 0.03%
4,279
-553
390
$454K 0.03%
2,314
+626
391
$450K 0.03%
1,769
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392
$450K 0.03%
+17,709
393
$448K 0.03%
7,876
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394
$443K 0.03%
10,473
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395
$443K 0.03%
6,988
-186
396
$442K 0.03%
7,082
+122
397
$441K 0.03%
1,833
-751
398
$438K 0.03%
38,926
+5,055
399
$437K 0.03%
+95,000
400
$436K 0.03%
5,061
-327
14 15
16
17 18