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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
451
$367K 0.03%
11,321
452
$366K 0.03%
6,010
+630
453
$366K 0.03%
3,849
-46
454
$366K 0.03%
11,474
+127
455
$366K 0.03%
15,713
+1,330
456
$363K 0.03%
2,495
-572
457
$359K 0.03%
+2,705
458
$359K 0.03%
20,895
+8,223
459
$357K 0.03%
5,980
+199
460
$357K 0.03%
5,405
+20
461
$356K 0.03%
2,715
-251
462
$356K 0.03%
1,164
-134
463
$356K 0.03%
22,630
+10,816
464
$353K 0.02%
7,374
-535
465
$353K 0.02%
+4,662
466
$350K 0.02%
1,054
-177
467
$349K 0.02%
547
-5
468
$347K 0.02%
3,660
-1
469
$345K 0.02%
2,739
+256
470
$345K 0.02%
+2,396
471
$345K 0.02%
13,954
-503
472
$345K 0.02%
2,461
+16
473
$341K 0.02%
+2,022
474
$340K 0.02%
8,108
+690
475
$340K 0.02%
2,167
-78
17 18
19
20 21