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
$495M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.71M
3
+$1.22M
4
DIS icon
Walt Disney
DIS
+$949K
5
AXP icon
American Express
AXP
+$805K

Top Sells

1
+$1.2M
2
+$1.1M
3
+$932K
4
BAC icon
Bank of America
BAC
+$822K
5
MSFT icon
Microsoft
MSFT
+$645K

Sector Composition

1 Financials 26.32%
2 Technology 22.61%
3 Communication Services 20.34%
4 Consumer Discretionary 10.71%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 0.39%
39,307
+1,736
27
$1.64M 0.32%
3,843
+99
28
$1.58M 0.31%
4,551
+42
29
$1.44M 0.29%
6,000
30
$1.44M 0.28%
4,634
-465
31
$1.39M 0.27%
31,126
32
$1.33M 0.26%
35,204
-5,530
33
$1.28M 0.25%
4,346
+135
34
$1.21M 0.24%
8,123
-3
35
$1.08M 0.21%
1,640
+20
36
$1.02M 0.2%
17,489
+9,134
37
$1.02M 0.2%
5,657
38
$999K 0.2%
2,438
-35
39
$914K 0.18%
8,388
+188
40
$894K 0.18%
9,187
+167
41
$876K 0.17%
8,764
+210
42
$865K 0.17%
5,800
-20
43
$788K 0.16%
13,710
-22
44
$732K 0.14%
36,643
-3,380
45
$615K 0.12%
6,873
+9
46
$589K 0.12%
1,109
-320
47
$568K 0.11%
818
48
$538K 0.11%
8,739
-100
49
$532K 0.11%
2,022
-10
50
$529K 0.1%
3,108
+257
1
2
3 4