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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
201
$1.07M 0.08%
2,215
-852
202
$1.07M 0.08%
2,342
+43
203
$1.07M 0.08%
33,247
-983
204
$1.05M 0.07%
6,836
-35
205
$1.05M 0.07%
4,253
+334
206
$1.05M 0.07%
3,859
-385
207
$1.05M 0.07%
17,401
+7,215
208
$1.04M 0.07%
31,061
+8,528
209
$1.04M 0.07%
12,823
+2,594
210
$1.03M 0.07%
10,844
+3,059
211
$1.03M 0.07%
8,037
+168
212
$1.03M 0.07%
7,317
+1,199
213
$1.03M 0.07%
6,099
-46
214
$1.02M 0.07%
3,755
+123
215
$1M 0.07%
30,415
+500
216
$1M 0.07%
6,867
+748
217
$995K 0.07%
2,657
-171
218
$990K 0.07%
14,197
+1,605
219
$978K 0.07%
9,070
-84
220
$969K 0.07%
10,803
+1,062
221
$963K 0.07%
25,005
+3,443
222
$949K 0.07%
5,058
+307
223
$931K 0.07%
29,937
224
$926K 0.07%
+37,040
225
$926K 0.07%
13,803
-2,660
7 8
9
10 11