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
$163M
AUM Growth
-$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.35M
2 +$663K

Sector Composition

1 Consumer Discretionary 50.32%
2 Consumer Staples 28.42%
3 Financials 21.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$82.2M 50.32%
531,180
-8,700
2
$46.4M 28.42%
131,648
-1,880
3
$34.7M 21.26%
90