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
$311M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$5.97M
3
+$5.77M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.69M
5
BABA icon
Alibaba
BABA
+$2.9M

Top Sells

1
+$7.24M
2
+$5.36M
3
+$4.52M
4
PG icon
Procter & Gamble
PG
+$2.37M
5
DIS icon
Walt Disney
DIS
+$1.81M

Sector Composition

1 Financials 21.9%
2 Communication Services 18.46%
3 Technology 16.98%
4 Healthcare 11.82%
5 Consumer Discretionary 11.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.41%
4,050
-4,565
27
$1.28M 0.41%
31,501
+1
28
$1.22M 0.39%
8,117
+1
29
$1.17M 0.37%
7,333
-923
30
$1.14M 0.36%
58,470
+18,418
31
$1.1M 0.35%
2,422
+133
32
$1.08M 0.34%
5,328
+1,802
33
$972K 0.31%
4,194
34
$971K 0.31%
10,440
-566
35
$948K 0.3%
16,314
+12,593
36
$837K 0.27%
3,260
+1,468
37
$829K 0.26%
6,000
38
$829K 0.26%
22,895
+713
39
$826K 0.26%
5,945
+3,545
40
$811K 0.26%
+9,000
41
$718K 0.23%
14,630
+6,525
42
$655K 0.21%
3,096
-25,338
43
$626K 0.2%
14,839
-551
44
$599K 0.19%
8,157
-30
45
$575K 0.18%
+25,351
46
$569K 0.18%
10,144
+1,276
47
$552K 0.18%
11,910
-120
48
$540K 0.17%
4,669
+2,100
49
$538K 0.17%
2,218
-347
50
$532K 0.17%
8,323
-815
1
2
3 4 5