IGYL

I.G.Y. Ltd Portfolio holdings

AUM $250M
1-Year Est. Return 19.67%
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 40.43%
2 Consumer Staples 37.96%
3 Financials 21.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMZN icon
1
Amazon
AMZN
$2.63T
$101M 40.43%
460,143
COST icon
2
Costco
COST
$406B
$94.8M 37.96%
95,746
BRK.A icon
3
Berkshire Hathaway Class A
BRK.A
$1.03T
$53.9M 21.6%
74