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
$130M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.18M
3
+$1.09M
4
DVA icon
DaVita
DVA
+$682K
5
AMZN icon
Amazon
AMZN
+$632K

Top Sells

1
+$367K
2
+$260K
3
+$217K
4
FSK icon
FS KKR Capital
FSK
+$153K
5
GSK icon
GSK
GSK
+$141K

Sector Composition

1 Healthcare 27.28%
2 Financials 22.6%
3 Industrials 13.41%
4 Communication Services 10.97%
5 Technology 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$750K 0.57%
5,092
+11
27
$700K 0.53%
13,365
+1,654
28
$570K 0.43%
6,245
+1,933
29
$395K 0.3%
13,625
-5,294
30
$395K 0.3%
5,288
-436
31
$393K 0.3%
3,450
-300
32
$385K 0.29%
5,913
33
$359K 0.27%
3,597
+120
34
$354K 0.27%
3,246
-129
35
$326K 0.25%
4,010
-310
36
$314K 0.24%
9,338
+115
37
$308K 0.23%
11,443
-662
38
$296K 0.22%
3,480
39
$250K 0.19%
3,364
-1,172
40
$247K 0.19%
+4,750
41
$246K 0.19%
2,425
42
$240K 0.18%
4,157
-105
43
$220K 0.17%
1,376
-26
44
$214K 0.16%
2,819
45
$196K 0.15%
+4,576
46
– –
0
47
$53K 0.04%
12,048
+1,270
48
$15K 0.01%
5
49
– –
-3,200
50
– –
-3,889
1
2
3