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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
101
$2.51M 0.18%
84,601
-19,450
102
$2.49M 0.17%
22,332
+2,198
103
$2.48M 0.17%
8,145
+214
104
$2.42M 0.17%
14,485
-427
105
$2.4M 0.17%
7,109
+2,006
106
$2.38M 0.17%
14,976
-135
107
$2.36M 0.17%
29,478
+2,655
108
$2.35M 0.17%
75,788
+21,411
109
$2.33M 0.16%
16,261
+12,279
110
$2.31M 0.16%
55,555
+4,220
111
$2.27M 0.16%
357,029
112
$2.21M 0.15%
7,815
+440
113
$2.15M 0.15%
76,309
-526
114
$2.09M 0.15%
25,241
+1,571
115
$2.09M 0.15%
26,130
-1,980
116
$2.03M 0.14%
25,972
-400
117
$2.02M 0.14%
29,616
-567
118
$1.98M 0.14%
252,175
119
$1.97M 0.14%
4,137
+487
120
$1.97M 0.14%
102,881
+67,447
121
$1.97M 0.14%
76,970
+6,103
122
$1.96M 0.14%
25,708
+5,253
123
$1.95M 0.14%
10,580
-995
124
$1.91M 0.13%
9,164
+1,033
125
$1.91M 0.13%
9,386
+1,423
3 4
5
6 7