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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
51
$4.49M 0.32%
87,019
-911
52
$4.44M 0.31%
27,449
+5,202
53
$4.37M 0.31%
39,596
+4,798
54
$4.31M 0.3%
43,545
+4,099
55
$4.22M 0.3%
29,914
+3,210
56
$4.16M 0.29%
56,628
+4,530
57
$4.16M 0.29%
139,759
+10,757
58
$4.09M 0.29%
14,626
+537
59
$3.99M 0.28%
5,007
+907
60
$3.79M 0.27%
16,351
-51
61
$3.72M 0.26%
90,372
+14,572
62
$3.72M 0.26%
20,041
-1,100
63
$3.69M 0.26%
72,315
-17,151
64
$3.65M 0.26%
67,845
+3,258
65
$3.65M 0.26%
23,490
+952
66
$3.62M 0.25%
36,943
+6,416
67
$3.55M 0.25%
48,830
+11,910
68
$3.46M 0.24%
79,894
+2,013
69
$3.45M 0.24%
8,526
+93
70
$3.41M 0.24%
30,626
-477
71
$3.4M 0.24%
24,699
+433
72
$3.35M 0.24%
250,700
73
$3.35M 0.24%
75,056
-4,356
74
$3.35M 0.24%
3,459
+338
75
$3.34M 0.23%
22,447
-6,529
1 2
3
4 5