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IUC

Ivory Union Consulting Portfolio holdings

AUM $128M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$23M
2 +$250K

Top Sells

1 +$27.1M

Sector Composition

1 Technology 69.87%
2 Communication Services 30.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVDA icon
1
NVIDIA
NVDA
$4.85T
$89.2M 69.87%
511,300
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.35T
$28.2M 22.08%
97,994
+73,044
GOOG icon
3
Alphabet (Google) Class C
GOOG
$4.31T
$10.3M 8.06%
35,852
+796
MSFT icon
4
Microsoft
MSFT
$2.95T
-56,000