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
$592M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.42M
3
+$1.75M
4
AAPL icon
Apple
AAPL
+$1.38M
5
APD icon
Air Products & Chemicals
APD
+$1.05M

Top Sells

1
+$3.6M
2
+$1.07M
3
+$690K
4
DIS icon
Walt Disney
DIS
+$690K
5
HQY icon
HealthEquity
HQY
+$390K

Sector Composition

1 Technology 26.29%
2 Communication Services 20.97%
3 Financials 20.84%
4 Consumer Discretionary 10.95%
5 Consumer Staples 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$234K 0.04%
421
-23
77
$234K 0.04%
12,235
-68
78
$233K 0.04%
+426
79
$229K 0.04%
7,409
-641
80
$228K 0.04%
5,055
81
$228K 0.04%
3,000
82
$228K 0.04%
+251
83
$220K 0.04%
75,016
84
$211K 0.03%
1,157
85
$203K 0.03%
+2,092
86
$64.9K 0.01%
+249
87
$30.7K 0.01%
16,000
88
$28.8K ﹤0.01%
12,650
89
– –
-5,668
90
– –
-10,545
91
– –
-5,511
92
– –
-191
93
– –
-818
1 2 3
4