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
$237M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$798K
2 +$251K

Sector Composition

1 Consumer Staples 38.18%
2 Consumer Discretionary 36.91%
3 Financials 24.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
COST icon
1
Costco
COST
$404B
$90.6M 38.18%
95,746
-265
AMZN icon
2
Amazon
AMZN
$2.6T
$87.5M 36.91%
460,143
BRK.A icon
3
Berkshire Hathaway Class A
BRK.A
$1.03T
$59.1M 24.91%
74
-1