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
$235M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$781K
3 +$774K
4
MSFT icon
Microsoft
MSFT
+$753K
5
AXP icon
American Express
AXP
+$679K

Top Sells

1 +$5.34M
2 +$1.48M
3 +$965K
4
AMZN icon
Amazon
AMZN
+$621K
5
BALL icon
Ball Corp
BALL
+$331K

Sector Composition

1 Financials 20.41%
2 Technology 17.67%
3 Communication Services 15.23%
4 Consumer Discretionary 13.81%
5 Healthcare 12.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-40,930