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

Top Buys

1
+$1.23M
2
+$781K
3
+$774K
4
MSFT icon
Microsoft
MSFT
+$753K
5
AXP icon
American Express
AXP
+$679K

Top Sells

1
+$5.34M
2
+$1.48M
3
+$965K
4
AMZN icon
Amazon
AMZN
+$621K
5
BALL icon
Ball Corp
BALL
+$331K

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 11.88%
240,908
-1,192
2
$21.2M 9.03%
134,740
-3,940
3
$20M 8.53%
94,138
+3,816
4
$17.9M 7.64%
120,497
+5,232
5
$13.7M 5.82%
52,194
+4,761
6
$12.4M 5.27%
123,532
+6,902
7
$11.8M 5.01%
488,382
+26,656
8
$11.1M 4.74%
89,757
+2,301
9
$8.99M 3.83%
175,003
+7,908
10
$8.15M 3.47%
38,769
+3,584
11
$7.43M 3.16%
25,286
+1,605
12
$5.47M 2.33%
74,400
+7,760
13
$4.72M 2.01%
64,380
-380
14
$4.4M 1.87%
26,638
+2,798
15
$3.05M 1.3%
36,867
+6,610
16
$2.87M 1.22%
212,280
-9,360
17
$2.36M 1.01%
16,994
-560
18
$2.21M 0.94%
47,409
-504
19
$2.17M 0.92%
26,749
+1,101
20
$2.13M 0.91%
12,529
21
$2.02M 0.86%
6,034
+1,277
22
$1.76M 0.75%
12,669
+758
23
$1.52M 0.65%
8,616
+3,323
24
$1.46M 0.62%
4,304
+526
25
$1.36M 0.58%
14,180
+16
1
2 3 4 5