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
$592M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.42M
3
+$1.75M
4
AAPL icon
Apple
AAPL
+$1.38M
5
APD icon
Air Products & Chemicals
APD
+$1.05M

Top Sells

1
+$3.6M
2
+$1.07M
3
+$690K
4
DIS icon
Walt Disney
DIS
+$690K
5
HQY icon
HealthEquity
HQY
+$390K

Sector Composition

1 Technology 26.29%
2 Communication Services 20.97%
3 Financials 20.84%
4 Consumer Discretionary 10.95%
5 Consumer Staples 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 0.29%
6,914
-1,050
27
$1.71M 0.28%
4,564
-102
28
$1.66M 0.27%
12,305
+639
29
$1.65M 0.27%
3,735
+3
30
$1.59M 0.26%
4,629
+50
31
$1.53M 0.25%
26,462
+4,445
32
$1.44M 0.24%
4,338
-12
33
$1.38M 0.23%
1,627
+9
34
$1.16M 0.19%
31,126
35
$1.02M 0.17%
8,117
-3
36
$1.02M 0.17%
8,217
+6
37
$992K 0.16%
8,619
-300
38
$979K 0.16%
2,043
-273
39
$944K 0.16%
5,171
40
$935K 0.15%
8,624
41
$854K 0.14%
13,701
-20
42
$847K 0.14%
5,413
-335
43
$839K 0.14%
14,402
-350
44
$702K 0.12%
17,016
-6,319
45
$652K 0.11%
6,849
-9
46
$642K 0.11%
3,174
47
$566K 0.09%
28,705
-1,665
48
$494K 0.08%
1,923
-4
49
$471K 0.08%
1,230
50
$416K 0.07%
831
+25
1
2
3 4