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
$495M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.71M
3
+$1.22M
4
DIS icon
Walt Disney
DIS
+$949K
5
AXP icon
American Express
AXP
+$805K

Top Sells

1
+$1.2M
2
+$1.1M
3
+$932K
4
BAC icon
Bank of America
BAC
+$822K
5
MSFT icon
Microsoft
MSFT
+$645K

Sector Composition

1 Financials 26.32%
2 Technology 22.61%
3 Communication Services 20.34%
4 Consumer Discretionary 10.71%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$270K 0.05%
1,932
+26
77
$262K 0.05%
439
78
$250K 0.05%
5,881
-725
79
$229K 0.05%
+480
80
$228K 0.05%
3,053
+53
81
$227K 0.04%
+2,196
82
$223K 0.04%
1,245
83
$219K 0.04%
5,055
84
$203K 0.04%
+386
85
$177K 0.04%
10,541
+352
86
$79.6K 0.02%
14,047
87
$77.9K 0.02%
12,650
88
$49.8K 0.01%
16,000
89
– –
-5,511
1 2 3
4