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
$352M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.22M
3
+$2.68M
4
AAPL icon
Apple
AAPL
+$2.08M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.84M

Top Sells

1
+$5.48M
2
+$4.62M
3
+$1.29M
4
DG icon
Dollar General
DG
+$639K
5
GLD icon
SPDR Gold Trust
GLD
+$623K

Sector Composition

1 Financials 21.81%
2 Technology 18.15%
3 Communication Services 17.74%
4 Consumer Discretionary 12.74%
5 Healthcare 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$37.7M 10.61%
275,205
+15,181
2
$29.1M 8.19%
169,380
+22,240
3
$28.6M 8.05%
103,007
+4,339
4
$23.4M 6.59%
142,216
+11,160
5
$23.1M 6.49%
66,356
-13,289
6
$21.2M 5.96%
514,384
+11,966
7
$21.1M 5.94%
127,878
+4,018
8
$20.5M 5.77%
75,816
+11,891
9
$14.6M 4.09%
82,842
+3,197
10
$14.2M 4%
113,380
+12,000
11
$11.4M 3.2%
50,214
+11,815
12
$9.12M 2.57%
110,324
+5,728
13
$8.64M 2.43%
70,800
+1,380
14
$8.46M 2.38%
105,092
-68,148
15
$6.65M 1.87%
27,748
-16
16
$2.98M 0.84%
13,394
+17
17
$2.77M 0.78%
5,127
-115
18
$2.44M 0.69%
23,275
-2,000
19
$2.38M 0.67%
16,020
+1,853
20
$2.36M 0.66%
50,307
+408
21
$2.33M 0.66%
86,458
+6,878
22
$1.72M 0.48%
7,441
+1,213
23
$1.54M 0.43%
3,600
-153
24
$1.5M 0.42%
4,699
+50
25
$1.47M 0.41%
4,017
-51
1
2 3 4 5