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
$311M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$5.97M
3
+$5.77M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.69M
5
BABA icon
Alibaba
BABA
+$2.9M

Top Sells

1
+$7.24M
2
+$5.36M
3
+$4.52M
4
PG icon
Procter & Gamble
PG
+$2.37M
5
DIS icon
Walt Disney
DIS
+$1.81M

Sector Composition

1 Financials 21.9%
2 Communication Services 18.46%
3 Technology 16.98%
4 Healthcare 11.82%
5 Consumer Discretionary 11.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$276K 0.09%
5,242
-1,634
77
$268K 0.09%
515
+1
78
$265K 0.08%
4,409
-44
79
$242K 0.08%
+4,347
80
$241K 0.08%
4,800
81
$228K 0.07%
574
-48
82
$225K 0.07%
+1,910
83
$220K 0.07%
1,064
-986
84
$216K 0.07%
3,970
-3,665
85
$213K 0.07%
+1,854
86
$210K 0.07%
2,779
-7,935
87
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-1,551
88
– –
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89
– –
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90
– –
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91
– –
-14,353
92
– –
-10,422
93
– –
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94
– –
0
95
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96
– –
-8,441
97
– –
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98
– –
-3,131
99
– –
-2,008
100
– –
-16,998
1 2 3
4
5