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
$432M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.54M
3
+$6.33M
4
BAC icon
Bank of America
BAC
+$3.89M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.5M

Top Sells

1
+$5.82M
2
+$3.72M
3
+$2.67M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$854K
5
CMI icon
Cummins
CMI
+$553K

Sector Composition

1 Financials 27.3%
2 Technology 20.8%
3 Communication Services 17.08%
4 Consumer Discretionary 10.04%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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104
– –
-738
105
– –
-16,579
106
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-575
107
– –
-4,454
108
– –
-1,344
109
– –
0
110
– –
-3,390
111
– –
-11,150
1 2 3 4
5