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
$432M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$6.94M
3
+$5.65M
4
BAC icon
Bank of America
BAC
+$3.56M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.58M

Top Sells

1
+$5.54M
2
+$3.88M
3
+$2.52M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$854K
5
COST icon
Costco
COST
+$569K

Sector Composition

1 Financials 27.3%
2 Technology 20.8%
3 Communication Services 17.08%
4 Consumer Discretionary 10.04%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$528K 0.12%
100
52
$526K 0.12%
3,300
53
$507K 0.12%
1,218
-290
54
$502K 0.11%
3,683
+254
55
$462K 0.11%
2,416
-28,994
56
$459K 0.1%
5,923
57
$458K 0.1%
2,060
-50
58
$432K 0.1%
5,918
+1
59
$405K 0.09%
1,779
60
$398K 0.09%
960
-20
61
$353K 0.08%
37,279
+16,601
62
$334K 0.08%
816
+109
63
$328K 0.08%
4,417
64
$327K 0.07%
1,392
-50
65
$323K 0.07%
3,595
-64
66
$320K 0.07%
1,277
+214
67
$304K 0.07%
2,569
68
$296K 0.07%
2,411
69
$288K 0.07%
804
-303
70
$281K 0.06%
2,425
-34
71
$275K 0.06%
3,534
+4
72
$270K 0.06%
3,407
-1,000
73
$263K 0.06%
11,522
-400
74
$260K 0.06%
10,308
-9,357
75
$259K 0.06%
1,870
1 2
3
4 5