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
$144M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$353K
2
+$309K
3
+$301K
4
PPG icon
PPG Industries
PPG
+$274K
5
TYG
Tortoise Energy Infrastructure Corp
TYG
+$271K

Top Sells

1
+$1.56M
2
+$424K
3
+$325K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$321K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$144K

Sector Composition

1 Financials 25.9%
2 Healthcare 18.46%
3 Communication Services 16.98%
4 Technology 10.98%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$301K 0.12%
1,587
+3
52
$297K 0.12%
2,400
53
$295K 0.12%
2,842
54
$278K 0.11%
11,913
+516
55
$272K 0.11%
5,760
56
$265K 0.11%
+698
57
$260K 0.1%
+1,665
58
$259K 0.1%
4,457
+847
59
$257K 0.1%
25,870
60
$256K 0.1%
2,569
-800
61
$240K 0.1%
+4,095
62
$210K 0.08%
+4,066
63
$205K 0.08%
+818
64
$3K ﹤0.01%
11,500
65
– –
-124
66
– –
-140
67
– –
-17,090
68
– –
-10,422
1 2
3