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
$138M
AUM Growth
+$1.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$6.45M
2 +$4.06M
3 +$2.33M

Sector Composition

1 Consumer Staples 35.83%
2 Consumer Discretionary 35.54%
3 Financials 28.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$49.5M 35.83%
99,691
-12,975
2
$49.1M 35.54%
475,665
-39,275
3
$39.6M 28.63%
85
-5