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
$432M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$6.94M
3
+$5.65M
4
BAC icon
Bank of America
BAC
+$3.56M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.58M

Top Sells

1
+$5.54M
2
+$3.88M
3
+$2.52M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$854K
5
COST icon
Costco
COST
+$569K

Sector Composition

1 Financials 27.3%
2 Technology 20.8%
3 Communication Services 17.08%
4 Consumer Discretionary 10.04%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 0.32%
4,718
-42
27
$1.33M 0.3%
2,945
-224
28
$1.16M 0.27%
26,126
-4,999
29
$1.1M 0.25%
14,061
-2,175
30
$1.08M 0.25%
47,329
-4,761
31
$1.06M 0.24%
8,771
+654
32
$1M 0.23%
6,141
-1,165
33
$995K 0.23%
5,657
+2,222
34
$935K 0.21%
1,618
-984
35
$929K 0.21%
4,194
-19
36
$917K 0.21%
2,526
-146
37
$910K 0.21%
6,000
-42
38
$883K 0.2%
9,000
39
$873K 0.2%
16,923
-6,088
40
$764K 0.17%
6,955
+1,160
41
$716K 0.16%
14,253
+6,625
42
$658K 0.15%
7,649
+4
43
$641K 0.15%
13,985
-116
44
$634K 0.14%
2,988
+217
45
$628K 0.14%
7,666
-365
46
$625K 0.14%
3,461
-130
47
$617K 0.14%
7,476
-75
48
$582K 0.13%
818
49
$535K 0.12%
7,014
-58
50
$530K 0.12%
10,677
+1,026
1
2
3 4 5