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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
526
$286K 0.02%
8,061
-69
527
$286K 0.02%
+7,949
528
$285K 0.02%
+5,453
529
$281K 0.02%
14,583
530
$280K 0.02%
+11,715
531
$278K 0.02%
3,746
+4
532
$277K 0.02%
1,296
-627
533
$276K 0.02%
4,703
+252
534
$274K 0.02%
20,965
+779
535
$272K 0.02%
5,951
536
$272K 0.02%
+2,199
537
$271K 0.02%
+4,716
538
$271K 0.02%
16,675
-6,880
539
$270K 0.02%
+3,273
540
$268K 0.02%
+10,127
541
$266K 0.02%
+7,927
542
$265K 0.02%
3,234
543
$264K 0.02%
6,682
+652
544
$264K 0.02%
8,483
+1,254
545
$263K 0.02%
+1,488
546
$263K 0.02%
+4,630
547
$262K 0.02%
1,577
548
$262K 0.02%
4,734
549
$261K 0.02%
4,673
-427
550
$257K 0.02%
+5,484
20 21
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