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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
651
$157K 0.01%
13,142
652
$153K 0.01%
13,065
+2,535
653
$152K 0.01%
+10,363
654
$148K 0.01%
+15,494
655
$140K 0.01%
30,883
+16,927
656
$136K 0.01%
20,156
+17,786
657
$136K 0.01%
+16,305
658
$123K 0.01%
18,346
+3,246
659
$118K 0.01%
14,055
-659
660
$118K 0.01%
13,454
+829
661
$118K 0.01%
10,000
662
$110K 0.01%
27,167
+5,141
663
$103K 0.01%
+12,062
664
$100K 0.01%
16,393
+1,824
665
$100K 0.01%
15,202
-2,000
666
$99.4K 0.01%
25,690
+11,000
667
$98K 0.01%
+10,000
668
$96.3K 0.01%
+41,336
669
$95.9K 0.01%
23,000
670
$93.2K 0.01%
13,700
671
$87.1K 0.01%
+10,044
672
$83.5K 0.01%
+10,832
673
$81.3K 0.01%
+13,500
674
$80.5K 0.01%
+29,290
675
$80.4K 0.01%
11,200
+1,200
25 26
27
28 29