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
$208M
AUM Growth
+$28M
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 40.43%
2 Consumer Staples 34.29%
3 Financials 25.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$84.2M 40.43%
466,996
2
$71.4M 34.29%
97,512
3
$52.7M 25.28%
83