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
$311M
AUM Growth
+$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$5.97M
3
+$5.77M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.69M
5
BABA icon
Alibaba
BABA
+$2.9M

Top Sells

1
+$7.24M
2
+$5.36M
3
+$4.52M
4
PG icon
Procter & Gamble
PG
+$2.37M
5
DIS icon
Walt Disney
DIS
+$1.81M

Sector Composition

1 Financials 21.9%
2 Communication Services 18.46%
3 Technology 16.98%
4 Healthcare 11.82%
5 Consumer Discretionary 11.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.8M 10.13%
260,024
+21,886
2
$25.2M 8.04%
98,668
+4,035
3
$23.5M 7.48%
79,645
+27,714
4
$22.8M 7.26%
147,140
+12,960
5
$21.5M 6.87%
131,056
+10,674
6
$19.4M 6.2%
502,418
+11,499
7
$17.5M 5.59%
123,860
-731
8
$15.1M 4.81%
63,925
+24,493
9
$14.7M 4.69%
79,645
-9,816
10
$11.8M 3.76%
173,240
-2,632
11
$10.5M 3.34%
101,380
+35,720
12
$8.71M 2.78%
38,399
+12,790
13
$8.63M 2.75%
104,596
+72,385
14
$7.16M 2.28%
69,420
+5,280
15
$7.07M 2.26%
27,764
-899
16
$2.95M 0.94%
220,840
-2,040
17
$2.76M 0.88%
13,377
+848
18
$2.56M 0.82%
25,275
-904
19
$2.26M 0.72%
49,899
+4,029
20
$2.13M 0.68%
79,580
+55,017
21
$2M 0.64%
14,167
+1,180
22
$1.49M 0.47%
3,753
-11,402
23
$1.45M 0.46%
4,068
-238
24
$1.42M 0.45%
4,649
-51
25
$1.4M 0.45%
6,228
+1,390
1
2 3 4 5