IGYL

I.G.Y. Ltd Portfolio holdings

AUM $239M
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$6.79M

Sector Composition

1 Consumer Discretionary 42.33%
2 Consumer Staples 37.13%
3 Financials 20.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMZN icon
1
Amazon
AMZN
$2.42T
$101M 42.33%
460,143
COST icon
2
Costco
COST
$381B
$88.6M 37.13%
95,746
BRK.A icon
3
Berkshire Hathaway Class A
BRK.A
$1.09T
$49M 20.54%
65
-9