IGYL

I.G.Y. Ltd Portfolio holdings

AUM $239M
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
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
1
$90.6M 38.18%
95,746
-265
2
$87.5M 36.91%
460,143
3
$59.1M 24.91%
74
-1