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
$352M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.22M
3
+$2.68M
4
AAPL icon
Apple
AAPL
+$2.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.84M

Top Sells

1
+$5.48M
2
+$4.62M
3
+$1.29M
4
DG icon
Dollar General
DG
+$639K
5
GLD icon
SPDR Gold Trust
GLD
+$623K

Sector Composition

1 Financials 21.81%
2 Technology 18.15%
3 Communication Services 17.74%
4 Consumer Discretionary 12.74%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$566K 0.16%
818
52
$561K 0.16%
11,770
-140
53
$533K 0.15%
3,430
+297
54
$513K 0.14%
2,373
-2,955
55
$499K 0.14%
1,269
+247
56
$487K 0.14%
3,363
57
$478K 0.13%
7,928
-160
58
$476K 0.13%
5,923
59
$474K 0.13%
1,198
+23
60
$473K 0.13%
8,426
+103
61
$460K 0.13%
19,033
-6,318
62
$440K 0.12%
1,753
-100
63
$417K 0.12%
9,642
64
$405K 0.11%
6,075
+315
65
$392K 0.11%
+1,454
66
$347K 0.1%
4,179
-50
67
$345K 0.1%
980
68
$337K 0.09%
3,220
+210
69
$337K 0.09%
1,458
+394
70
$326K 0.09%
+1,510
71
$321K 0.09%
2,400
-3,545
72
$318K 0.09%
3,984
-931
73
$316K 0.09%
+25,239
74
$313K 0.09%
14,401
-396
75
$302K 0.08%
4,769
+360
1 2
3
4 5