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
$180M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.44M
2 +$1.32M
3 +$1.09M

Sector Composition

1 Consumer Discretionary 39.34%
2 Consumer Staples 35.69%
3 Financials 24.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$71M 39.34%
466,996
-8,669
2
$64.4M 35.69%
97,512
-2,179
3
$45M 24.97%
83
-2