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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
676
$77.3K 0.01%
23,578
+4,500
677
$75.9K 0.01%
13,086
678
$67.7K ﹤0.01%
+10,379
679
$66.6K ﹤0.01%
10,734
-1,321
680
$64.4K ﹤0.01%
+10,682
681
$62.7K ﹤0.01%
43,001
+27,000
682
$61.2K ﹤0.01%
30,000
683
$52K ﹤0.01%
+10,330
684
$46.8K ﹤0.01%
15,752
685
$46.2K ﹤0.01%
+2,669
686
$41.4K ﹤0.01%
2,143
687
$38.5K ﹤0.01%
60,000
688
$34.1K ﹤0.01%
+10,213
689
$33K ﹤0.01%
+22,000
690
$23.9K ﹤0.01%
+1,624
691
$23.7K ﹤0.01%
47,500
692
$22K ﹤0.01%
14,000
693
$3.69K ﹤0.01%
500
694
– –
-7,160
695
– –
-11,285
696
– –
-12,592
697
– –
-45,484
698
– –
-19,759
699
– –
-4,795
700
– –
-641
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