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
$90.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1 +$16.7M
2 +$11.6M
3 +$8.77M
4
CMPR icon
Cimpress
CMPR
+$6.46M
5
AXP icon
American Express
AXP
+$5.07M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 36.66%
2 Financials 21.6%
3 Industrials 9.91%
4 Communication Services 7.88%
5 Technology 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$16.7M 18.48%
+126,557
2
$11.6M 12.8%
+232,746
3
$8.77M 9.68%
+51,759
4
$6.46M 7.13%
+68,313
5
$5.07M 5.6%
+60,237
6
$4.51M 4.98%
+69,668
7
$4.33M 4.79%
+178,676
8
$3.08M 3.41%
+29,039
9
$2.96M 3.27%
+82,296
10
$2.3M 2.54%
+71,415
11
$2.24M 2.47%
+9,274
12
$2.21M 2.44%
+53,400
13
$2.08M 2.29%
+17,081
14
$1.82M 2.01%
+14,656
15
$1.4M 1.55%
+30,900
16
$1.39M 1.53%
+6,257
17
$1.39M 1.53%
+34,028
18
$1.36M 1.5%
+15,540
19
$1.19M 1.32%
+7,909
20
$1.19M 1.32%
+14,920
21
$1.11M 1.23%
+23,940
22
$773K 0.85%
+21,120
23
$625K 0.69%
+11,280
24
$530K 0.59%
+6,787
25
$527K 0.58%
+8,104