Portfolio (Quarterly)
Guide ↗
INSIGNEO ADVISORY SERVICES, LLC
· CIK 0001964958| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | — | HALOZYME THERAPEUTICS INC | — | 15,000 | $16K | 0.00% | SOLD |
| 102 | — | Q2 HLDGS INC | — | 16,000 | $16K | 0.00% | SOLD |
| 103 | — | TELADOC HEALTH INC | — | 17,000 | $16K | 0.00% | SOLD |
| 104 | — | VERTEX INC | — | 17,000 | $16K | 0.00% | SOLD |
| 105 | — | MERITAGE HOMES CORP | — | 16,000 | $16K | 0.00% | SOLD |
| 106 | — | SHIFT4 PMTS INC | — | 14,000 | $13K | 0.00% | SOLD |
| 107 | — | ETSY INC | — | 13,000 | $13K | 0.00% | SOLD |
| 108 | — | TANDEM DIABETES CARE INC | — | 11,000 | $11K | 0.00% | SOLD |
| 109 | — | BLOCK INC | — | 12,000 | $11K | 0.00% | SOLD |
| 110 | — | PENNYMAC CORP | — | 11,000 | $11K | 0.00% | SOLD |
| 111 | — | REPLIGEN CORP | — | 10,000 | $11K | 0.00% | SOLD |
| 112 | — | RAPID7 INC | — | 12,000 | $11K | 0.00% | SOLD |
| 113 | — | NUTANIX INC | — | 11,000 | $11K | 0.00% | SOLD |
| 114 | — | BLACKLINE INC | — | 10,000 | $11K | 0.00% | SOLD |
| 115 | — | SHAKE SHACK INC | — | 11,000 | $10K | 0.00% | SOLD |
| 116 | — | EVOLENT HEALTH INC | — | 12,000 | $8K | 0.00% | SOLD |
Sector Allocation
Financial Services
31.8%
Technology
28.8%
Consumer Cyclical
9.3%
Communication Services
8.5%
Industrials
7.9%
Healthcare
4.2%
Energy
3.2%
Consumer Defensive
3.0%
Basic Materials
1.5%
Utilities
1.0%