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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
601
$225K 0.02%
+1,163
602
$224K 0.02%
18,271
+817
603
$224K 0.02%
1,297
+9
604
$222K 0.02%
+1,379
605
$222K 0.02%
1,986
-390
606
$222K 0.02%
+900
607
$221K 0.02%
+3,213
608
$221K 0.02%
27,579
-4,230
609
$219K 0.02%
3,378
+237
610
$218K 0.02%
+5,002
611
$218K 0.02%
+979
612
$217K 0.02%
+2,673
613
$216K 0.02%
63,981
+30,341
614
$216K 0.02%
3,803
-1,438
615
$216K 0.02%
+915
616
$215K 0.02%
5,308
617
$215K 0.02%
4,625
-142
618
$213K 0.02%
+2,960
619
$212K 0.01%
988
-879
620
$212K 0.01%
14,707
+139
621
$212K 0.01%
+2,414
622
$211K 0.01%
+2,110
623
$209K 0.01%
7,307
-464
624
$208K 0.01%
+4,167
625
$208K 0.01%
+1,093
23 24
25
26 27