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
$153M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$1.88M
3
+$1.87M
4
AMZN icon
Amazon
AMZN
+$1.67M
5
AAPL icon
Apple
AAPL
+$1.6M

Top Sells

1
+$9.72M
2
+$5.29M
3
+$2.35M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$768K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$414K

Sector Composition

1 Financials 23.73%
2 Healthcare 18.97%
3 Communication Services 15.35%
4 Industrials 11.03%
5 Technology 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$80K 0.05%
+794
102
$79K 0.05%
17,090
+16,400
103
$77K 0.05%
526
104
$73K 0.05%
1,237
+852
105
$69K 0.05%
816
-10
106
$65K 0.04%
+5,612
107
$65K 0.04%
+2,000
108
$65K 0.04%
+593
109
$64K 0.04%
544
-619
110
$63K 0.04%
302
-247
111
$58K 0.04%
479
112
$56K 0.04%
888
113
$53K 0.03%
977
+758
114
$52K 0.03%
539
-92
115
$52K 0.03%
+1,047
116
$50K 0.03%
525
+47
117
$47K 0.03%
590
118
$45K 0.03%
+618
119
$42K 0.03%
4,352
120
$42K 0.03%
440
121
$38K 0.02%
615
-25
122
$37K 0.02%
713
123
$36K 0.02%
2,338
+2,086
124
$35K 0.02%
+854
125
$35K 0.02%
598
-480
3 4
5
6 7