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
$235M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$813K
3
+$779K
4
MSFT icon
Microsoft
MSFT
+$754K
5
TMO icon
Thermo Fisher Scientific
TMO
+$712K

Top Sells

1
+$9.42M
2
+$5.34M
3
+$1.48M
4
AMZN icon
Amazon
AMZN
+$620K
5
BALL icon
Ball Corp
BALL
+$357K

Sector Composition

1 Financials 20.41%
2 Technology 17.67%
3 Communication Services 15.23%
4 Consumer Discretionary 13.81%
5 Healthcare 12.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.53%
4,487
+552
27
$1.19M 0.5%
8,508
+3,544
28
$1.19M 0.5%
8,508
-67,487
29
$1.05M 0.44%
3,772
+561
30
$1.02M 0.43%
4,643
+383
31
$1M 0.42%
19,799
-2,438
32
$992K 0.42%
8,117
33
$928K 0.39%
42,900
+242
34
$905K 0.38%
2,050
+1,613
35
$846K 0.36%
31,203
+9,683
36
$771K 0.33%
22,295
+7,397
37
$689K 0.29%
32,000
38
$685K 0.29%
9,872
-1,404
39
$680K 0.29%
1,915
40
$646K 0.27%
8,178
+889
41
$623K 0.26%
4,193
+491
42
$612K 0.26%
6,000
43
$599K 0.25%
2,999
+21
44
$597K 0.25%
2,850
+1,279
45
$586K 0.25%
9,000
46
$533K 0.22%
1,736
+35
47
$505K 0.21%
2,565
48
$494K 0.21%
10,523
+1,806
49
$483K 0.2%
7,728
+133
50
$482K 0.2%
15,697
+472
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2
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