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
$363M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$7.92M
3
+$3.58M
4
BABA icon
Alibaba
BABA
+$2.6M
5
AMZN icon
Amazon
AMZN
+$2.51M

Top Sells

1
+$2.86M
2
+$478K
3
+$436K
4
PDSB icon
PDS Biotechnology
PDSB
+$316K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$269K

Sector Composition

1 Financials 22.64%
2 Technology 19.52%
3 Communication Services 17.93%
4 Consumer Discretionary 12.33%
5 Healthcare 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$150K 0.04%
23,980
102
$94K 0.03%
+10,813
103
$70K 0.02%
321
-1,605
104
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-721
105
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-1,136
106
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-1,150
107
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-1,000,000
108
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0
109
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-4,128
110
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-7,928
111
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112
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-5,544
113
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0
114
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-25,239
115
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0
116
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117
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0
118
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-1,706
119
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-10,422
1 2 3 4
5