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
$400M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$11.6M
3
+$6.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.85M
5
DIS icon
Walt Disney
DIS
+$1.31M

Top Sells

1
+$13M
2
+$12.6M
3
+$6.14M
4
NFLX icon
Netflix
NFLX
+$1.15M
5
AXP icon
American Express
AXP
+$752K

Sector Composition

1 Financials 27.37%
2 Technology 22.66%
3 Communication Services 17.43%
4 Consumer Discretionary 9.37%
5 Healthcare 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.48%
49,545
+9,189
27
$1.67M 0.41%
10,856
+2,458
28
$1.41M 0.35%
4,789
+48
29
$1.39M 0.34%
3,819
+2
30
$1.35M 0.33%
5,431
-560
31
$1.26M 0.31%
2,184
-36
32
$1.08M 0.27%
8,117
33
$1.07M 0.26%
31,126
34
$1.03M 0.25%
6,000
35
$1.02M 0.25%
4,458
36
$901K 0.22%
8,219
+565
37
$899K 0.22%
2,798
-19,130
38
$898K 0.22%
5,657
39
$891K 0.22%
5,463
-34
40
$878K 0.22%
8,252
+618
41
$804K 0.2%
1,618
+30
42
$802K 0.2%
+13,700
43
$784K 0.19%
9,000
44
$762K 0.19%
41,171
-4,104
45
$629K 0.16%
13,749
-27
46
$580K 0.14%
6,872
-14
47
$530K 0.13%
12,981
+7
48
$461K 0.11%
75,016
49
$455K 0.11%
11,223
+5,300
50
$453K 0.11%
10,784
-1,019
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2
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