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
$432M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$6.94M
3
+$5.65M
4
BAC icon
Bank of America
BAC
+$3.56M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.58M

Top Sells

1
+$5.54M
2
+$3.88M
3
+$2.52M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$854K
5
COST icon
Costco
COST
+$569K

Sector Composition

1 Financials 27.3%
2 Technology 20.8%
3 Communication Services 17.08%
4 Consumer Discretionary 10.04%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.06%
4,100
+120
77
$252K 0.06%
3,000
78
$246K 0.06%
1,199
+9
79
$242K 0.06%
2,325
-300
80
$239K 0.05%
13,403
-59
81
$236K 0.05%
2,976
+1
82
$235K 0.05%
515
+78
83
$231K 0.05%
+6,113
84
$230K 0.05%
3,716
-49
85
$230K 0.05%
1,245
-487
86
$227K 0.05%
499
-106
87
$227K 0.05%
2,101
88
$217K 0.05%
1,700
89
$214K 0.05%
4,800
90
$212K 0.05%
2,513
+5
91
$206K 0.05%
1,611
+1
92
$203K 0.05%
1,100
93
$136K 0.03%
10,422
94
$72K 0.02%
23,980
95
– –
-2,854
96
– –
-3,774
97
– –
-2,429
98
– –
-10,530
99
– –
-614
100
– –
0
1 2 3
4
5