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
$235M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$813K
3
+$779K
4
MSFT icon
Microsoft
MSFT
+$754K
5
TMO icon
Thermo Fisher Scientific
TMO
+$712K

Top Sells

1
+$9.42M
2
+$5.34M
3
+$1.48M
4
AMZN icon
Amazon
AMZN
+$620K
5
BALL icon
Ball Corp
BALL
+$357K

Sector Composition

1 Financials 20.41%
2 Technology 17.67%
3 Communication Services 15.23%
4 Consumer Discretionary 13.81%
5 Healthcare 12.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$232K 0.1%
4,800
77
$223K 0.09%
7,953
+407
78
$222K 0.09%
1,594
+2
79
$221K 0.09%
2,947
-58
80
$221K 0.09%
3,721
+498
81
$217K 0.09%
+980
82
$211K 0.09%
+840
83
$209K 0.09%
2,960
-200
84
$209K 0.09%
+2,050
85
$207K 0.09%
8,841
-393
86
$207K 0.09%
3,510
-1,147
87
$201K 0.08%
+800
88
$201K 0.08%
+3,131
89
$152K 0.06%
+10,422
90
$111K 0.05%
19,030
+800
91
$53K 0.02%
19,899
92
$31K 0.01%
13,192
93
$18K 0.01%
+1,193
94
– –
-238
95
– –
-2,605
96
– –
-17,090
97
– –
-4,091
98
– –
0
99
– –
0
100
– –
-85,470
1 2 3
4
5