IGGA
Iron Gate Global Advisors Portfolio holdings
AUM $725M
AUM
$725M
AUM Growth
+$16.4M (+2%)
Cap. Flow
-$34.2M
Cap. Flow % of AUM
-4.71%
Top 10 Holdings %Top 10 Hldgs %
69.75%
Holding
103
New
13
Increased
28
Reduced
38
Closed
8
Top Buys
| 1 | $7.82M | |
| 2 | $7.27M | |
| 3 | $6.53M | |
| 4 | $5.9M | |
| 5 | $5.01M |
Top Sells
| 1 | $79M | |
| 2 | $1.95M | |
| 3 | $1M | |
| 4 | $933K | |
| 5 | $757K |
Sector Composition
| 1 | Technology | 25.92% |
| 2 | Financials | 22.73% |
| 3 | Communication Services | 19.28% |
| 4 | Consumer Discretionary | 9.8% |
| 5 | Consumer Staples | 4.15% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -29,756 | Closed | – | |||
| $0 | 0% | 0 -1,413 | Closed | – | |||
| $0 | 0% | 0 -412 | Closed | – |
