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

Top Buys

1 +$1.25M
2 +$813K
3 +$779K
4
MSFT icon
Microsoft
MSFT
+$754K
5
TMO icon
Thermo Fisher Scientific
TMO
+$712K

Top Sells

1 +$9.42M
2 +$5.34M
3 +$1.48M
4
AMZN icon
Amazon
AMZN
+$620K
5
BALL icon
Ball Corp
BALL
+$357K

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