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
$139M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$5.52M
2 +$4.03M
3 +$2.41M

Sector Composition

1 Consumer Discretionary 53.57%
2 Consumer Staples 29.12%
3 Financials 17.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$74.5M 53.57%
539,880
-40,000
2
$40.5M 29.12%
133,528
-13,307
3
$24.1M 17.31%
90
-9