IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $963M
1-Year Est. Return 32.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$5.97M
3
+$5.77M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.69M
5
BABA icon
Alibaba
BABA
+$2.9M

Top Sells

1
+$7.24M
2
+$5.36M
3
+$4.52M
4
PG icon
Procter & Gamble
PG
+$2.37M
5
DIS icon
Walt Disney
DIS
+$1.81M

Sector Composition

1 Financials 21.9%
2 Communication Services 18.46%
3 Technology 16.98%
4 Healthcare 11.82%
5 Consumer Discretionary 11.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-8,441
102
– –
-5,400
103
– –
-3,131
104
– –
-2,008
1 2 3 4
5