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
$175M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$891K
3
+$740K
4
T icon
AT&T
T
+$330K
5
GSK icon
GSK
GSK
+$216K

Top Sells

1
+$17.3M
2
+$15.5M
3
+$11.4M
4
BAC icon
Bank of America
BAC
+$10.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$8.96M

Sector Composition

1 Communication Services 15.72%
2 Healthcare 11.67%
3 Consumer Staples 2.89%
4 Industrials 2.81%
5 Technology 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$733K 0.42%
8,437
+798
27
$721K 0.41%
26,369
-930
28
$686K 0.39%
9,000
-5,000
29
$648K 0.37%
9,035
+443
30
$596K 0.34%
16,029
+9
31
$568K 0.32%
6,000
32
$534K 0.3%
23,939
-10
33
$482K 0.28%
8,060
+400
34
$419K 0.24%
7,567
-3
35
$400K 0.23%
3,320
-157
36
$398K 0.23%
3,698
+146
37
$389K 0.22%
5,591
-182
38
$381K 0.22%
12,030
39
$370K 0.21%
5,760
40
$330K 0.19%
2,400
41
$330K 0.19%
+11,192
42
$323K 0.18%
1,717
+1
43
$315K 0.18%
1,595
+3
44
$307K 0.18%
2,842
45
$300K 0.17%
4,757
-1,523
46
$273K 0.16%
818
47
$259K 0.15%
2,569
48
$244K 0.14%
9,959
-1,028
49
$241K 0.14%
1,944
50
$237K 0.14%
4,800
1
2
3