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
$271M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$6.66M
2 +$5.21M
3 +$3.24M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.21M
5
FSKR
FS KKR Capital Corp. II
FSKR
+$504K

Top Sells

1 +$1M
2 +$928K
3 +$737K
4
FNV icon
Franco-Nevada
FNV
+$654K
5
EMR icon
Emerson Electric
EMR
+$586K

Sector Composition

1 Financials 23.15%
2 Technology 16.98%
3 Communication Services 15.7%
4 Healthcare 12.93%
5 Consumer Discretionary 11.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-9,000