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
$143M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$14.8M
3
+$13M
4
AXP icon
American Express
AXP
+$9.54M
5
BAC icon
Bank of America
BAC
+$9.04M

Top Sells

1
+$11M
2
+$2.91M
3
+$866K
4
CMPR icon
Cimpress
CMPR
+$861K
5
SDY icon
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 0.06%
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
– –
-4,000
57
– –
-10,422
58
– –
-3,210
59
– –
-2,842
60
– –
-3,698
61
– –
-12,200
62
– –
-3,000
63
– –
-3,310
64
– –
-5,591
65
– –
-2,569
66
– –
-818
67
– –
-12,036
68
– –
-1,944
1 2
3