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
$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
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-6,849
55
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-3,680
56
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-4,000
57
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-10,422
58
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-3,210
59
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-2,842
60
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-3,698
61
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62
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-3,000
63
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-6,620
64
– –
-5,591
65
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-2,569
66
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-818
67
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-12,036
68
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-1,944
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