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
$352M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.22M
3
+$2.68M
4
AAPL icon
Apple
AAPL
+$2.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.84M

Top Sells

1
+$5.48M
2
+$4.62M
3
+$1.29M
4
DG icon
Dollar General
DG
+$639K
5
GLD icon
SPDR Gold Trust
GLD
+$623K

Sector Composition

1 Financials 21.81%
2 Technology 18.15%
3 Communication Services 17.74%
4 Consumer Discretionary 12.74%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$297K 0.08%
3,677
-220
77
$296K 0.08%
4,690
+200
78
$295K 0.08%
2,569
-2,100
79
$294K 0.08%
2,450
+540
80
$287K 0.08%
+700
81
$283K 0.08%
536
+21
82
$277K 0.08%
10,530
-110
83
$274K 0.08%
4,347
84
$258K 0.07%
600
+26
85
$246K 0.07%
+1,706
86
$241K 0.07%
1,854
87
$232K 0.07%
+5,544
88
$232K 0.07%
1,900
-1,100
89
$221K 0.06%
+1,136
90
$218K 0.06%
4,800
91
$217K 0.06%
+1,408
92
$213K 0.06%
+2,101
93
$210K 0.06%
+2,292
94
$209K 0.06%
+4,128
95
$202K 0.06%
2,760
-19
96
$201K 0.06%
+823
97
$165K 0.05%
+10,422
98
$145K 0.04%
+23,980
99
$143K 0.04%
+721
100
$129K 0.04%
+1,350
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