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
$148M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.11M

Sector Composition

1 Consumer Discretionary 39.32%
2 Consumer Staples 35.96%
3 Financials 24.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$58.2M 39.32%
514,940
2
$53.2M 35.96%
112,666
-2,360
3
$36.6M 24.72%
90