IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $977M
1-Year Est. Return 29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$897M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$15.3M
3
+$10.9M
4
AXP icon
American Express
AXP
+$6.94M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$6.69M

Top Sells

1
+$10.2M
2
+$8.02M
3
+$1.76M
4
HQY icon
HealthEquity
HQY
+$1.57M
5
CARR icon
Carrier Global
CARR
+$850K

Sector Composition

1 Technology 30.8%
2 Communication Services 20.43%
3 Financials 19.66%
4 Consumer Discretionary 9.84%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$229K 0.03%
3,000
-15
77
$224K 0.02%
+320
78
$220K 0.02%
3,828
79
$211K 0.02%
+1,250
80
$210K 0.02%
+2,619
81
$208K 0.02%
4,830
82
$204K 0.02%
2,221
-2,150
83
$201K 0.02%
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