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
$220M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.32M
2 +$1.28M
3 +$1.22M

Sector Composition

1 Consumer Discretionary 40.4%
2 Consumer Staples 37.07%
3 Financials 22.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$88.9M 40.4%
460,143
-6,853
2
$81.6M 37.07%
96,001
-1,511
3
$49.6M 22.53%
81
-2