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
$143M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$17.1M
3
+$13M
4
AMZN icon
Amazon
AMZN
+$12.9M
5
BAC icon
Bank of America
BAC
+$12.8M

Top Sells

1
+$11.1M
2
+$2.96M
3
+$1.03M
4
CMPR icon
Cimpress
CMPR
+$861K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$398K

Sector Composition

1 Financials 26.49%
2 Communication Services 16.6%
3 Healthcare 14.91%
4 Technology 13.84%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 12.21%
+95,385
2
$14.8M 10.37%
+233,064
3
$13.3M 9.31%
101,345
+19,911
4
$13M 9.1%
+133,260
5
$9.54M 6.69%
+111,750
6
$9.04M 6.33%
+426,582
7
$8.9M 6.23%
92,078
+14,461
8
$7.7M 5.4%
43,714
+1,587
9
$5.97M 4.18%
117,920
+34,539
10
$3.74M 2.62%
64,300
+3,500
11
$3.3M 2.31%
56,300
+34,364
12
$3.15M 2.2%
53,800
+4,980
13
$3.13M 2.19%
19,815
+9,952
14
$2.75M 1.93%
38,925
+7,095
15
$2.55M 1.79%
9,916
-3,364
16
$2.21M 1.55%
+14,790
17
$1.77M 1.24%
16,095
+458
18
$1.61M 1.13%
12,510
+47
19
$1.32M 0.93%
26,503
-220,469
20
$1.3M 0.91%
16,495
-36,833
21
$1.3M 0.91%
5,490
-583
22
$1.1M 0.77%
28,917
+588
23
$1.05M 0.74%
162,600
-32,000
24
$969K 0.68%
11,125
-4,169
25
$951K 0.67%
28,518
-722
1
2 3