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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
476
$340K 0.02%
1,032
+196
477
$339K 0.02%
741
-14
478
$338K 0.02%
12,843
-44
479
$338K 0.02%
9,210
480
$334K 0.02%
4,059
+32
481
$333K 0.02%
8,096
+140
482
$332K 0.02%
2,254
+616
483
$332K 0.02%
3,764
-2,055
484
$329K 0.02%
12,775
485
$329K 0.02%
2,002
486
$329K 0.02%
6,678
487
$329K 0.02%
250
-113
488
$329K 0.02%
6,802
-18
489
$328K 0.02%
43,067
+1,806
490
$325K 0.02%
1,540
491
$324K 0.02%
6,709
+690
492
$321K 0.02%
914
+1
493
$320K 0.02%
+9,050
494
$320K 0.02%
+6,325
495
$318K 0.02%
+4,562
496
$317K 0.02%
16,350
+1,500
497
$316K 0.02%
995
+122
498
$314K 0.02%
2,475
+114
499
$313K 0.02%
43,872
+13,814
500
$311K 0.02%
3,704
+40
18 19
20
21 22