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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
626
$205K 0.01%
14,398
627
$205K 0.01%
+2,070
628
$205K 0.01%
+449
629
$205K 0.01%
39,710
+378
630
$204K 0.01%
+7,936
631
$203K 0.01%
5,081
-352
632
$202K 0.01%
+7,744
633
$201K 0.01%
+5,666
634
$201K 0.01%
4,011
635
$200K 0.01%
15,270
+230
636
$200K 0.01%
12,416
+858
637
$197K 0.01%
+10,706
638
$194K 0.01%
+10,000
639
$191K 0.01%
+11,050
640
$188K 0.01%
84,510
+36,089
641
$183K 0.01%
10,027
642
$181K 0.01%
12,532
+2,106
643
$180K 0.01%
16,033
644
$176K 0.01%
12,875
645
$174K 0.01%
12,155
-3,856
646
$173K 0.01%
+10,171
647
$172K 0.01%
23,342
648
$167K 0.01%
18,397
-2,194
649
$166K 0.01%
+15,454
650
$162K 0.01%
11,445
-273
24 25
26
27 28