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
$175M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$891K
3
+$740K
4
T icon
AT&T
T
+$330K
5
GSK icon
GSK
GSK
+$216K

Top Sells

1
+$17.3M
2
+$15.5M
3
+$11.4M
4
BAC icon
Bank of America
BAC
+$10.9M
5
JNJ icon
Johnson & Johnson
JNJ
+$8.96M

Sector Composition

1 Communication Services 15.72%
2 Healthcare 11.67%
3 Consumer Staples 2.89%
4 Industrials 2.81%
5 Technology 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 7.1%
246,972
+157,259
2
$11.9M 6.78%
81,434
-61,438
3
$11.2M 6.41%
77,617
-6,595
4
$8.65M 4.94%
42,127
-2,048
5
$6.18M 3.53%
83,381
-4,850
6
$4.32M 2.47%
53,328
-1,501
7
$4.27M 2.44%
13,280
+2,298
8
$4.07M 2.33%
60,800
-4,900
9
$3.26M 1.86%
48,820
-2,640
10
$2.98M 1.7%
31,830
+9,512
11
$2.07M 1.18%
21,936
12
$2.04M 1.16%
12,463
-1,418
13
$1.95M 1.12%
15,637
-3
14
$1.8M 1.03%
6,073
+720
15
$1.55M 0.89%
9,863
-972
16
$1.4M 0.8%
15,294
-1,596
17
$1.29M 0.74%
29,240
-1,043
18
$1.22M 0.69%
32,001
-426
19
$1.14M 0.65%
194,600
-86,360
20
$1.12M 0.64%
28,329
-9
21
$1.08M 0.62%
8,117
22
$991K 0.57%
7,252
-2
23
$861K 0.49%
6,849
-11,826
24
$813K 0.46%
15,112
+2,001
25
$738K 0.42%
5,002
+2
1
2 3