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
$177M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$2.79M
2 +$1.5M

Sector Composition

1 Consumer Discretionary 50.09%
2 Consumer Staples 28.61%
3 Financials 21.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$88.6M 50.09%
514,940
-16,240
2
$50.6M 28.61%
127,866
-3,782
3
$37.7M 21.3%
90