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
$400M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$11.6M
3
+$6.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.85M
5
DIS icon
Walt Disney
DIS
+$1.31M

Top Sells

1
+$13M
2
+$12.6M
3
+$6.14M
4
NFLX icon
Netflix
NFLX
+$1.15M
5
AXP icon
American Express
AXP
+$752K

Sector Composition

1 Financials 27.37%
2 Technology 22.66%
3 Communication Services 17.43%
4 Consumer Discretionary 9.37%
5 Healthcare 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$426K 0.11%
2,134
-129
52
$424K 0.1%
3,255
-107
53
$411K 0.1%
5,936
+40
54
$405K 0.1%
980
55
$399K 0.1%
2,734
56
$394K 0.1%
818
57
$391K 0.1%
1,039
-30
58
$377K 0.09%
3,847
-626
59
$377K 0.09%
2,057
60
$342K 0.08%
2,591
61
$328K 0.08%
2,447
+47
62
$326K 0.08%
6,816
-212
63
$323K 0.08%
5,873
+818
64
$306K 0.08%
1,439
-241
65
$305K 0.08%
9,336
-1,200
66
$300K 0.07%
4,434
67
$285K 0.07%
2,300
68
$270K 0.07%
6,606
69
$258K 0.06%
1,262
-82
70
$257K 0.06%
4,000
+20
71
$227K 0.06%
37,279
72
$227K 0.06%
3,000
-22
73
$221K 0.05%
+2,891
74
$220K 0.05%
3,549
-110
75
$211K 0.05%
1,906
+52
1 2
3
4