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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
501
$311K 0.02%
1,664
-139
502
$311K 0.02%
2,184
-72
503
$311K 0.02%
9,303
+664
504
$308K 0.02%
3,553
-282
505
$307K 0.02%
+5,910
506
$306K 0.02%
23,580
+5,530
507
$305K 0.02%
2,801
+44
508
$304K 0.02%
6,840
509
$304K 0.02%
6,718
+333
510
$301K 0.02%
10,427
-1,333
511
$300K 0.02%
4,706
+156
512
$298K 0.02%
6,086
+175
513
$298K 0.02%
7,350
-700
514
$298K 0.02%
10,723
515
$296K 0.02%
+3,064
516
$294K 0.02%
17,395
-2,126
517
$293K 0.02%
9,632
+71
518
$292K 0.02%
5,404
-869
519
$292K 0.02%
+942
520
$289K 0.02%
3,969
-30
521
$289K 0.02%
+6,585
522
$289K 0.02%
32,219
-524
523
$288K 0.02%
3,201
-222
524
$287K 0.02%
6,272
-5
525
$286K 0.02%
1,420
-88
19 20
21
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