IGYL
I.G.Y. Ltd Portfolio holdings
AUM
$235M
1-Year Est. Return
5.63%
This Fund
S&P 500
1 Year Est. Return
+5.63%
AUM
$235M
AUM Growth
+$21.8K
(+0.01%)
Holding
3
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 40.21% |
| 2 | Consumer Staples | 39.95% |
| 3 | Financials | 19.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Amazon
AMZN
$2.91T
| $94.6M | 40.21% |
454,258
|
|
||
2
Costco
COST
$458B
| $94M | 39.95% |
94,326
|
|
||
3
Berkshire Hathaway Class A
BRK.A
$1.05T
| $46.7M | 19.84% |
65
|
|