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
$235M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$813K
3
+$779K
4
MSFT icon
Microsoft
MSFT
+$754K
5
TMO icon
Thermo Fisher Scientific
TMO
+$712K

Top Sells

1
+$9.42M
2
+$5.34M
3
+$1.48M
4
AMZN icon
Amazon
AMZN
+$620K
5
BALL icon
Ball Corp
BALL
+$357K

Sector Composition

1 Financials 20.41%
2 Technology 17.67%
3 Communication Services 15.23%
4 Consumer Discretionary 13.81%
5 Healthcare 12.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$476K 0.2%
5,923
52
$473K 0.2%
9,138
53
$446K 0.19%
+8,141
54
$438K 0.18%
12,030
55
$437K 0.18%
2,362
-676
56
$410K 0.17%
+2,865
57
$408K 0.17%
1,792
+360
58
$374K 0.16%
6,364
-1,223
59
$371K 0.16%
818
60
$354K 0.15%
2,400
61
$347K 0.15%
5,760
62
$339K 0.14%
6,876
63
$331K 0.14%
+8,105
64
$323K 0.14%
3,893
-4,297
65
$317K 0.13%
+4,428
66
$303K 0.13%
14,090
+2,657
67
$287K 0.12%
7,885
-450
68
$278K 0.12%
4,391
-465
69
$277K 0.12%
2,886
-469
70
$265K 0.11%
+853
71
$257K 0.11%
514
+2
72
$249K 0.11%
+1,504
73
$243K 0.1%
+496
74
$237K 0.1%
+707
75
$235K 0.1%
2,569
1 2
3
4 5