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
$176M
AUM Growth
-$485K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$2.7M

Sector Composition

1 Consumer Discretionary 47.96%
2 Consumer Staples 31.05%
3 Financials 20.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$84.6M 47.96%
514,940
2
$54.8M 31.05%
121,848
-6,018
3
$37M 20.99%
90