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

Top Buys

1
+$9.4M
2
+$6.94M
3
+$5.65M
4
BAC icon
Bank of America
BAC
+$3.56M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.58M

Top Sells

1
+$5.54M
2
+$3.88M
3
+$2.52M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$854K
5
COST icon
Costco
COST
+$569K

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
– –
-3,390
102
– –
-11,150
103
– –
-2,257
104
– –
-1,375
105
– –
-2,320
106
– –
-1,250
107
– –
-738
108
– –
-16,579
109
– –
-575
110
– –
-4,454
111
– –
-1,344
1 2 3 4
5