IG

Inherent Group Portfolio holdings

AUM $108M
1-Year Est. Return 54.99%
This Quarter Est. Return
1 Year Est. Return
+54.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$10.8M
3
+$8.15M
4
AMZN icon
Amazon
AMZN
+$7.67M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$6.43M

Top Sells

1
+$5.75M
2
+$5.58M
3
+$3.41M
4
LNG icon
Cheniere Energy
LNG
+$2.93M
5
LYFT icon
Lyft
LYFT
+$2.71M

Sector Composition

1 Financials 25.11%
2 Materials 19.08%
3 Utilities 7.84%
4 Consumer Discretionary 4.65%
5 Real Estate 3.44%
Name Market Value Portfolio Weight Shares or Principal Change
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