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
$352M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$3.83M
2 +$3.22M
3 +$2.68M
4
AAPL icon
Apple
AAPL
+$2.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.84M

Top Sells

1 +$5.48M
2 +$4.62M
3 +$1.29M
4
DG icon
Dollar General
DG
+$639K
5
GLD icon
SPDR Gold Trust
GLD
+$623K

Sector Composition

1 Financials 21.81%
2 Technology 18.15%
3 Communication Services 17.74%
4 Consumer Discretionary 12.74%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$93K 0.03%
+1,150
102
$8K ﹤0.01%
+1,000,000
103
-10,144
104
0
105
-4,050
106
-3,970