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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
26
$7.47M 0.52%
13,131
+640
27
$7.26M 0.51%
25,814
+5,112
28
$7.21M 0.51%
312,318
+36,608
29
$6.97M 0.49%
69,515
-1,244
30
$6.9M 0.48%
2,952
+776
31
$6.83M 0.48%
20,820
+3,809
32
$6.07M 0.43%
32,524
+114
33
$6.03M 0.42%
8
-1
34
$5.9M 0.41%
12,722
+1,172
35
$5.81M 0.41%
32,778
+19
36
$5.71M 0.4%
50,603
+2,221
37
$5.7M 0.4%
55,304
+216
38
$5.61M 0.39%
230,754
+102,252
39
$5.55M 0.39%
32,474
-132
40
$5.42M 0.38%
22,394
+3,621
41
$4.86M 0.34%
177,849
+4,430
42
$4.75M 0.33%
58,985
+1,275
43
$4.7M 0.33%
26,293
-2,479
44
$4.7M 0.33%
82,271
-29,060
45
$4.69M 0.33%
6,151
+217
46
$4.66M 0.33%
52,131
+6,186
47
$4.58M 0.32%
145,284
+47,431
48
$4.56M 0.32%
48,864
+3,744
49
$4.55M 0.32%
22,939
-934
50
$4.5M 0.32%
39,307
-1,470
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