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
$90.6M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$11.6M
3
+$8.77M
4
CMPR icon
Cimpress
CMPR
+$6.46M
5
AXP icon
American Express
AXP
+$5.07M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 36.66%
2 Financials 21.6%
3 Industrials 9.91%
4 Communication Services 7.88%
5 Technology 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$515K 0.57%
+3,741
27
$435K 0.48%
+5,484
28
$390K 0.43%
+3,374
29
$358K 0.4%
+5,913
30
$358K 0.4%
+3,462
31
$345K 0.38%
+12,105
32
$296K 0.33%
+4,292
33
$290K 0.32%
+2,425
34
$271K 0.3%
+1,900
35
$260K 0.29%
+3,531
36
$251K 0.28%
+12,550
37
$249K 0.27%
+1,840
38
$227K 0.25%
+2,112
39
$226K 0.25%
+2,541
40
$225K 0.25%
+2,050
41
$223K 0.25%
+4,135
1
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