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
$144M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$353K
2
+$309K
3
+$301K
4
PPG icon
PPG Industries
PPG
+$274K
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$271K

Top Sells

1
+$1.56M
2
+$424K
3
+$325K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$321K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$144K

Sector Composition

1 Financials 25.9%
2 Healthcare 18.46%
3 Communication Services 16.98%
4 Technology 10.98%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 0.42%
9,334
+2,434
27
$986K 0.39%
14,000
28
$843K 0.34%
4,897
+1,573
29
$676K 0.27%
13,458
+2,180
30
$673K 0.27%
4,995
+2
31
$639K 0.26%
16,001
+1,122
32
$606K 0.24%
7,634
+1,346
33
$595K 0.24%
4,260
-501
34
$583K 0.23%
4,754
+509
35
$562K 0.23%
11,745
-58
36
$544K 0.22%
16,809
+5,337
37
$498K 0.2%
5,430
-998
38
$479K 0.19%
6,000
39
$454K 0.18%
5,681
+856
40
$428K 0.17%
3,477
+127
41
$375K 0.15%
3,065
-200
42
$362K 0.15%
12,030
+1,950
43
$359K 0.14%
4,413
-1,500
44
$354K 0.14%
6,307
+833
45
$353K 0.14%
+3,546
46
$349K 0.14%
7,660
+2,910
47
$321K 0.13%
13,282
+4,452
48
$310K 0.12%
4,189
-1,950
49
$309K 0.12%
+12,476
50
$301K 0.12%
+1
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2
3