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
$240M
AUM Growth
+$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$4.19M
3
+$2.8M
4
VST icon
Vistra
VST
+$717K
5
SG icon
Sweetgreen
SG
+$111K

Top Sells

1
+$62.5M
2
+$3.11M
3
+$154K

Sector Composition

1 Materials 29.85%
2 Financials 17.71%
3 Technology 7.27%
4 Utilities 4.97%
5 Industrials 1.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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