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
$400M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$11.6M
3
+$6.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.85M
5
DIS icon
Walt Disney
DIS
+$1.31M

Top Sells

1
+$13M
2
+$12.6M
3
+$6.14M
4
NFLX icon
Netflix
NFLX
+$1.15M
5
AXP icon
American Express
AXP
+$752K

Sector Composition

1 Financials 27.37%
2 Technology 22.66%
3 Communication Services 17.43%
4 Consumer Discretionary 9.37%
5 Healthcare 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$207K 0.05%
10,741
+255
77
$90.8K 0.02%
12,650
78
$10.3K ﹤0.01%
+13
79
– –
-899
80
– –
-11,364
81
– –
-1,602
82
– –
-5,511
83
– –
-2,401
84
– –
-687
85
– –
-5,927
86
– –
-21,980
1 2 3
4