IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $977M
1-Year Est. Return 29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.56M
2 +$1.32M
3 +$1.15M
4
DVA icon
DaVita
DVA
+$759K
5
AXP icon
American Express
AXP
+$653K

Top Sells

1 +$367K
2 +$270K
3 +$217K
4
FSK icon
FS KKR Capital
FSK
+$158K
5
GSK icon
GSK
GSK
+$141K

Sector Composition

1 Healthcare 27.28%
2 Financials 22.6%
3 Industrials 13.41%
4 Communication Services 10.97%
5 Technology 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-8,268