IG
Inherent Group Portfolio holdings
AUM
$108M
This Quarter Return
-4.35%
1 Year Return
+54.99%
3 Year Return
+64.66%
5 Year Return
+409.38%
10 Year Return
–
AUM
$197M
AUM Growth
+$197M
(-38%)
Cap. Flow
-$82.3M
Cap. Flow
% of AUM
-41.87%
Top 10 Holdings %
Top 10 Hldgs %
87.03%
Holding
42
New
7
Increased
1
Reduced
5
Closed
11
Top Buys
| 1 |
Uber
UBER
|
$7.22M |
| 2 |
Expedia Group
EXPE
|
$5.75M |
| 3 |
Teck Resources
TECK
|
$5.59M |
| 4 |
Cheniere Energy
LNG
|
$2.93M |
| 5 |
XP
XP
|
$2.88M |
Top Sells
| 1 |
XIFR
XPLR Infrastructure, LP
XIFR
|
$25.7M |
| 2 |
National Vision
EYE
|
$16.8M |
| 3 |
Humana
HUM
|
$15.1M |
| 4 |
UNVR
Univar Solutions Inc.
UNVR
|
$11.6M |
| 5 |
Ally Financial
ALLY
|
$6.97M |
Sector Composition
| 1 | Materials | 29.27% |
| 2 | Financials | 26.48% |
| 3 | Technology | 5.05% |
| 4 | Consumer Discretionary | 3.01% |
| 5 | Energy | 1.49% |
