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
$311M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$5.97M
3
+$5.77M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.69M
5
BABA icon
Alibaba
BABA
+$2.9M

Top Sells

1
+$7.24M
2
+$5.36M
3
+$4.52M
4
PG icon
Procter & Gamble
PG
+$2.37M
5
DIS icon
Walt Disney
DIS
+$1.81M

Sector Composition

1 Financials 21.9%
2 Communication Services 18.46%
3 Technology 16.98%
4 Healthcare 11.82%
5 Consumer Discretionary 11.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$510K 0.16%
7,458
-270
52
$499K 0.16%
5,923
53
$480K 0.15%
+8,088
54
$476K 0.15%
3,133
-64
55
$464K 0.15%
+2,802
56
$459K 0.15%
818
57
$456K 0.15%
1,606
-15
58
$455K 0.15%
5,799
+1,252
59
$442K 0.14%
+8,765
60
$421K 0.13%
3,363
-300
61
$416K 0.13%
4,915
+3
62
$414K 0.13%
1,175
-740
63
$405K 0.13%
9,642
64
$373K 0.12%
4,229
+1,450
65
$372K 0.12%
1,022
-705
66
$366K 0.12%
980
67
$363K 0.12%
5,760
68
$354K 0.11%
+3,000
69
$338K 0.11%
1,853
+575
70
$338K 0.11%
14,797
+416
71
$330K 0.11%
3,897
+2
72
$315K 0.1%
3,010
+200
73
$287K 0.09%
4,490
+1,180
74
$281K 0.09%
+1,330
75
$278K 0.09%
+10,640
1 2
3
4 5