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
$162M
AUM Growth
+$2.27M
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 37.33%
2 Consumer Staples 34.77%
3 Financials 27.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$60.5M 37.33%
475,665
2
$56.3M 34.77%
99,691
3
$45.2M 27.89%
85