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IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $947M
1-Year Est. Return 23.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$17.1M
3
+$13M
4
AMZN icon
Amazon
AMZN
+$12.9M
5
BAC icon
Bank of America
BAC
+$12.8M

Top Sells

1
+$11.1M
2
+$2.96M
3
+$1.03M
4
CMPR icon
Cimpress
CMPR
+$861K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$398K

Sector Composition

1 Financials 26.49%
2 Communication Services 16.6%
3 Healthcare 14.91%
4 Technology 13.84%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$95K 0.07%
7,942
-2,017
52
$78K 0.05%
7,654
-1,381
53
$33K 0.02%
17,090
54
– –
-6,849
55
– –
-3,680
56
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-4,000
57
– –
-10,422
58
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-3,210
59
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-2,842
60
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-5,591
61
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-2,569
62
– –
-818
63
– –
-12,036
64
– –
-1,944
65
– –
-3,698
66
– –
-12,200
67
– –
-3,000
68
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-6,620
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