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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
126
$1.86M 0.13%
31,627
-1,377
127
$1.84M 0.13%
38,708
-1,067
128
$1.83M 0.13%
46,693
+20,765
129
$1.79M 0.13%
21,354
+2,437
130
$1.79M 0.13%
12,282
+407
131
$1.78M 0.13%
29,776
-900
132
$1.77M 0.12%
33,183
-10,593
133
$1.77M 0.12%
24,754
-1,018
134
$1.76M 0.12%
8,430
+400
135
$1.72M 0.12%
133,500
136
$1.72M 0.12%
85,061
+12,900
137
$1.71M 0.12%
10,560
+629
138
$1.69M 0.12%
17,903
+589
139
$1.67M 0.12%
10,864
-2,912
140
$1.66M 0.12%
2,311
-39
141
$1.65M 0.12%
42,155
-400
142
$1.63M 0.11%
40,337
-700
143
$1.63M 0.11%
27,135
+11,518
144
$1.62M 0.11%
24,900
+6,630
145
$1.61M 0.11%
17,577
+406
146
$1.59M 0.11%
2,584
+1,060
147
$1.57M 0.11%
+30,223
148
$1.57M 0.11%
22,903
+871
149
$1.56M 0.11%
61,127
-1,367
150
$1.54M 0.11%
35,033
+3,603
4 5
6
7 8