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
$175M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$891K
3
+$740K
4
T icon
AT&T
T
+$330K
5
GSK icon
GSK
GSK
+$216K

Top Sells

1
+$17.3M
2
+$15.5M
3
+$11.4M
4
BAC icon
Bank of America
BAC
+$10.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$8.96M

Sector Composition

1 Communication Services 15.72%
2 Healthcare 11.67%
3 Consumer Staples 2.89%
4 Industrials 2.81%
5 Technology 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$227K 0.13%
3,000
52
$216K 0.12%
+3,680
53
$214K 0.12%
3,310
54
$209K 0.12%
4,000
55
$207K 0.12%
25,870
56
$203K 0.12%
+12,200
57
$161K 0.09%
3,210
-5,009
58
$155K 0.09%
+10,422
59
$112K 0.06%
12,036
60
$49K 0.03%
+17,090
61
– –
-276,320
62
– –
-2,829
63
– –
-1,854
64
– –
-52,680
65
– –
-96,469
66
– –
-16,313
67
– –
-374,253
68
– –
-7,666
69
– –
-83,384
70
– –
-4,290
71
– –
-4,121
72
– –
-14,641
73
– –
-4,095
1 2
3