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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
151
$1.54M 0.11%
7,912
+4,285
152
$1.53M 0.11%
15,653
+1,837
153
$1.52M 0.11%
11,328
-1,895
154
$1.49M 0.1%
92,766
+35,485
155
$1.48M 0.1%
19,654
-1,032
156
$1.48M 0.1%
5,904
-1
157
$1.48M 0.1%
16,917
+4,797
158
$1.46M 0.1%
+31,090
159
$1.45M 0.1%
+29,342
160
$1.44M 0.1%
8,685
+567
161
$1.44M 0.1%
9,994
-566
162
$1.43M 0.1%
2,867
+356
163
$1.43M 0.1%
15,325
+7
164
$1.41M 0.1%
25,467
+1,368
165
$1.41M 0.1%
14,721
-468
166
$1.4M 0.1%
128,973
-90,989
167
$1.39M 0.1%
11,699
+1,909
168
$1.39M 0.1%
15,442
+4,279
169
$1.34M 0.09%
19,956
+163
170
$1.34M 0.09%
48,521
+7,873
171
$1.33M 0.09%
26,646
+5,044
172
$1.33M 0.09%
3,782
+4
173
$1.33M 0.09%
1,953
+492
174
$1.33M 0.09%
2,977
+211
175
$1.33M 0.09%
27,880
-2
5 6
7
8 9