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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
551
$257K 0.02%
408
+14
552
$257K 0.02%
17,369
+2,000
553
$257K 0.02%
1,015
+160
554
$256K 0.02%
3,796
+2
555
$256K 0.02%
10,123
556
$255K 0.02%
+796
557
$254K 0.02%
13,174
-750
558
$254K 0.02%
+2,596
559
$254K 0.02%
1,175
+25
560
$253K 0.02%
611
-171
561
$251K 0.02%
233
+1
562
$251K 0.02%
2,684
-1,272
563
$251K 0.02%
1,898
+13
564
$250K 0.02%
+3,320
565
$250K 0.02%
+2,973
566
$249K 0.02%
20,288
+5,183
567
$249K 0.02%
+5,798
568
$249K 0.02%
5,350
569
$247K 0.02%
1,144
-981
570
$247K 0.02%
+3,057
571
$245K 0.02%
+3,236
572
$245K 0.02%
4,956
+814
573
$245K 0.02%
+8,219
574
$244K 0.02%
5,556
+512
575
$243K 0.02%
432
+45
21 22
23
24 25