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
$386M
AUM Growth
-$7.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$11.6M
3
+$9.67M
4
APO icon
Apollo Global Management
APO
+$9.32M
5
UBER icon
Uber
UBER
+$8.74M

Top Sells

1
+$21M
2
+$13.1M
3
+$12.6M
4
POST icon
Post Holdings
POST
+$7.75M
5
REVHU
Revolution Healthcare Acquisition Corp. SAIL Units
REVHU
+$6.55M

Sector Composition

1 Financials 32.03%
2 Materials 12.35%
3 Consumer Discretionary 12.25%
4 Technology 10.63%
5 Utilities 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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-60,635
54
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-500,000
55
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-650,000
56
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-74,014
57
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0
58
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0
59
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0
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3