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
$147M
AUM Growth
-$55.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$3.27M

Sector Composition

1 Consumer Staples 37.6%
2 Consumer Discretionary 37.3%
3 Financials 25.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$55.1M 37.6%
115,026
-6,822
2
$54.7M 37.3%
514,940
3
$36.8M 25.1%
90