IGYL
I.G.Y. Ltd Portfolio holdings
AUM
$235M
1-Year Est. Return
4.9%
This Fund
S&P 500
1 Year Est. Return
+4.9%
AUM
$235M
AUM Growth
-$3.43M
(-1.4%)
Holding
3
Top Buys
No buys this quarter
Sector Composition
| 1 | Consumer Discretionary | 44.57% |
| 2 | Consumer Staples | 34.58% |
| 3 | Financials | 20.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Amazon
AMZN
$2.24T
| $105M | 44.57% |
454,258
-5,885
|
|
||
2
Costco
COST
$436B
| $81.3M | 34.58% |
94,326
-1,420
|
|
||
3
Berkshire Hathaway Class A
BRK.A
$1.03T
| $49.1M | 20.85% |
65
|
|