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
$592M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.42M
3
+$1.75M
4
AAPL icon
Apple
AAPL
+$1.38M
5
APD icon
Air Products & Chemicals
APD
+$1.05M

Top Sells

1
+$3.6M
2
+$1.07M
3
+$690K
4
DIS icon
Walt Disney
DIS
+$690K
5
HQY icon
HealthEquity
HQY
+$390K

Sector Composition

1 Technology 26.29%
2 Communication Services 20.97%
3 Financials 20.84%
4 Consumer Discretionary 10.95%
5 Consumer Staples 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$403K 0.07%
2,485
-744
52
$401K 0.07%
2,500
53
$389K 0.06%
1,811
-40
54
$366K 0.06%
980
55
$360K 0.06%
12,768
+9
56
$356K 0.06%
2,232
-2
57
$352K 0.06%
2,466
+56
58
$343K 0.06%
8,766
-330
59
$335K 0.06%
2,531
-12
60
$332K 0.05%
2,400
61
$330K 0.05%
6,527
-50
62
$320K 0.05%
578
-255
63
$300K 0.05%
8,030
64
$297K 0.05%
4,365
-69
65
$296K 0.05%
6,081
-1,200
66
$291K 0.05%
2,300
67
$290K 0.05%
1,467
+305
68
$273K 0.05%
5,471
69
$263K 0.04%
1,652
-2,440
70
$262K 0.04%
7,831
-3,792
71
$259K 0.04%
1,488
-101
72
$252K 0.04%
2,128
-293
73
$245K 0.04%
5,896
74
$244K 0.04%
6,125
-26,800
75
$234K 0.04%
1,367
-8
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3
4