IGGA
Iron Gate Global Advisors Portfolio holdings
AUM
$897M
This Quarter Return
+8.29%
1 Year Return
+28.96%
3 Year Return
+130.44%
5 Year Return
+193.74%
10 Year Return
–
AUM
$118M
AUM Growth
+$118M
(+10%)
Cap. Flow
+$2.16M
Cap. Flow
% of AUM
1.83%
Top 10 Holdings %
Top 10 Hldgs %
70.33%
Holding
52
New
5
Increased
12
Reduced
20
Closed
2
Top Buys
| 1 |
Apple
AAPL
|
$2.59M |
| 2 |
iShares Biotechnology ETF
IBB
|
$747K |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$367K |
| 4 |
Amazon
AMZN
|
$302K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$288K |
Top Sells
| 1 |
HealthEquity
HQY
|
$1.63M |
| 2 |
Cimpress
CMPR
|
$372K |
| 3 |
Alphabet (Google) Class C
GOOG
|
$224K |
| 4 |
Applied Materials
AMAT
|
$208K |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$168K |
Sector Composition
| 1 | Healthcare | 28.84% |
| 2 | Financials | 23.15% |
| 3 | Industrials | 12.45% |
| 4 | Communication Services | 9.91% |
| 5 | Technology | 6.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Walmart
WMT
$774B
| – | – |
-600
| Closed | -$46K |
|