IGYL
I.G.Y. Ltd Portfolio holdings
AUM
$235M
1-Year Est. Return
4.9%
This Fund
S&P 500
1 Year Est. Return
+4.9%
AUM
$239M
AUM Growth
-$11M
(-4.4%)
Holding
3
Top Buys
No buys this quarter
Sector Composition
| 1 | Consumer Discretionary | 42.33% |
| 2 | Consumer Staples | 37.13% |
| 3 | Financials | 20.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Amazon
AMZN
$2.23T
| $101M | 42.33% |
460,143
|
|
||
2
Costco
COST
$436B
| $88.6M | 37.13% |
95,746
|
|
||
3
Berkshire Hathaway Class A
BRK.A
$1.03T
| $49M | 20.54% |
65
-9
|
|