IG

Inherent Group Portfolio holdings

AUM $108M
1-Year Est. Return 55.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+55.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$394M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$37.9M
2 +$31.4M
3 +$14.8M
4
XIFR
XPLR Infrastructure LP
XIFR
+$10.3M
5
CANO
Cano Health, Inc.
CANO
+$7.23M

Top Sells

1 +$11.4M
2 +$8.01M
3 +$7.13M
4
RJF icon
Raymond James Financial
RJF
+$6.36M
5
MCO icon
Moody's
MCO
+$5.66M

Sector Composition

1 Financials 30.79%
2 Consumer Discretionary 14.95%
3 Technology 7.79%
4 Utilities 7.48%
5 Consumer Staples 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-200,000