IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $897M
1-Year Est. Return 28.96%
This Quarter Est. Return
1 Year Est. Return
+28.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$1.43M
3 +$693K
4
BFH icon
Bread Financial
BFH
+$570K
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$562K

Sector Composition

1 Financials 27.03%
2 Healthcare 17.82%
3 Communication Services 16.03%
4 Technology 10.41%
5 Industrials 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-85
227
-1,073
228
-78
229
-56