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
$160M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 38.83%
2 Consumer Staples 33.61%
3 Financials 27.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$62M 38.83%
475,665
2
$53.7M 33.61%
99,691
3
$44M 27.56%
85