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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
576
$241K 0.02%
1,606
-166
577
$241K 0.02%
860
578
$238K 0.02%
5,374
579
$238K 0.02%
2,678
580
$237K 0.02%
+4,381
581
$237K 0.02%
8,506
582
$237K 0.02%
1,480
-18
583
$235K 0.02%
+1,731
584
$233K 0.02%
6,461
585
$233K 0.02%
7,657
-1,500
586
$233K 0.02%
10,157
-2,425
587
$232K 0.02%
892
-17
588
$232K 0.02%
+1,010
589
$232K 0.02%
2,247
-45
590
$231K 0.02%
6,497
591
$230K 0.02%
1,955
-40
592
$230K 0.02%
4,466
-302
593
$230K 0.02%
9,942
+1,000
594
$230K 0.02%
2,296
-158
595
$229K 0.02%
1,805
-7
596
$228K 0.02%
6,243
+103
597
$227K 0.02%
1,878
-186
598
$227K 0.02%
+11,764
599
$225K 0.02%
+4,801
600
$225K 0.02%
+2,142
22 23
24
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