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
$235M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$813K
3
+$779K
4
MSFT icon
Microsoft
MSFT
+$754K
5
TMO icon
Thermo Fisher Scientific
TMO
+$712K

Top Sells

1
+$9.42M
2
+$5.34M
3
+$1.48M
4
AMZN icon
Amazon
AMZN
+$620K
5
BALL icon
Ball Corp
BALL
+$357K

Sector Composition

1 Financials 20.41%
2 Technology 17.67%
3 Communication Services 15.23%
4 Consumer Discretionary 13.81%
5 Healthcare 12.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.9M 11.77%
240,908
-1,192
2
$21.2M 8.95%
134,740
-3,940
3
$20M 8.45%
94,138
+3,816
4
$17.9M 7.57%
120,497
+5,232
5
$13.7M 5.77%
52,194
+4,761
6
$12.4M 5.22%
123,532
+6,902
7
$11.8M 4.96%
488,382
+26,656
8
$11.1M 4.7%
89,757
+2,301
9
$8.99M 3.79%
175,003
+7,908
10
$8.15M 3.44%
38,769
+3,584
11
$7.43M 3.14%
25,286
+1,605
12
$5.47M 2.31%
74,400
+7,760
13
$4.72M 1.99%
64,380
-380
14
$4.4M 1.86%
26,638
+2,798
15
$3.05M 1.29%
36,867
+6,610
16
$2.87M 1.21%
212,280
-9,360
17
$2.36M 1%
16,994
-560
18
$2.21M 0.93%
47,409
-504
19
$2.17M 0.91%
26,749
+1,101
20
$2.13M 0.9%
12,529
21
$2.02M 0.85%
6,034
+1,277
22
$1.76M 0.74%
12,669
+758
23
$1.52M 0.64%
8,616
+3,323
24
$1.46M 0.61%
4,304
+526
25
$1.36M 0.57%
14,180
+16
1
2 3 4 5