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
$143M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$14.8M
3
+$13M
4
AXP icon
American Express
AXP
+$9.54M
5
BAC icon
Bank of America
BAC
+$9.04M

Top Sells

1
+$11M
2
+$2.91M
3
+$866K
4
CMPR icon
Cimpress
CMPR
+$861K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$398K

Sector Composition

1 Financials 26.49%
2 Communication Services 16.6%
3 Healthcare 14.91%
4 Technology 13.84%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$931K 0.63%
37,501
+5,500
27
$898K 0.61%
7,475
+223
28
$676K 0.46%
8,117
29
$635K 0.43%
+4,290
30
$592K 0.4%
8,061
-376
31
$566K 0.38%
12,265
+3,265
32
$501K 0.34%
9,254
+1,194
33
$482K 0.33%
4,188
-814
34
$481K 0.33%
+5,923
35
$477K 0.32%
15,550
-479
36
$466K 0.32%
6,000
37
$397K 0.27%
2,470
+753
38
$385K 0.26%
5,390
+2,070
39
$379K 0.26%
13,363
-1,749
40
$358K 0.24%
8,099
+532
41
$321K 0.22%
5,760
42
$321K 0.22%
1,944
+349
43
$307K 0.21%
2,400
44
$285K 0.19%
12,030
45
$231K 0.16%
13,113
-13,256
46
$222K 0.15%
4,800
47
$222K 0.15%
4,076
-681
48
$221K 0.15%
12,991
-10,948
49
$211K 0.14%
9,592
-1,600
50
$121K 0.08%
25,870
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