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
$495M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.71M
3
+$1.22M
4
DIS icon
Walt Disney
DIS
+$949K
5
AXP icon
American Express
AXP
+$805K

Top Sells

1
+$1.2M
2
+$1.1M
3
+$932K
4
BAC icon
Bank of America
BAC
+$822K
5
MSFT icon
Microsoft
MSFT
+$645K

Sector Composition

1 Financials 26.32%
2 Technology 22.61%
3 Communication Services 20.34%
4 Consumer Discretionary 10.71%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$473K 0.09%
3,210
-352
52
$434K 0.09%
11,223
53
$431K 0.09%
+7,259
54
$416K 0.08%
4,082
+1,190
55
$403K 0.08%
8,026
56
$396K 0.08%
9,028
+307
57
$392K 0.08%
980
58
$391K 0.08%
3,500
+160
59
$384K 0.08%
2,007
-50
60
$373K 0.07%
75,016
61
$367K 0.07%
12,749
-45
62
$339K 0.07%
2,592
63
$332K 0.07%
8,030
-2,460
64
$318K 0.06%
727
+60
65
$314K 0.06%
+1,230
66
$314K 0.06%
1,210
67
$308K 0.06%
2,465
+165
68
$307K 0.06%
5,976
+80
69
$303K 0.06%
2,734
70
$302K 0.06%
1,157
-41
71
$297K 0.06%
1,194
+200
72
$292K 0.06%
2,400
73
$281K 0.06%
4,434
74
$279K 0.06%
1,605
-25
75
$273K 0.05%
5,471
1 2
3
4