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
$432M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$6.94M
3
+$5.65M
4
BAC icon
Bank of America
BAC
+$3.56M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.58M

Top Sells

1
+$5.54M
2
+$3.88M
3
+$2.52M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$854K
5
COST icon
Costco
COST
+$569K

Sector Composition

1 Financials 27.3%
2 Technology 20.8%
3 Communication Services 17.08%
4 Consumer Discretionary 10.04%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$52.1M 11.91%
298,171
+8,001
2
$48.1M 11%
136,372
+4,055
3
$38.8M 8.87%
236,560
+42,320
4
$28.2M 6.45%
91,191
+6,800
5
$28.1M 6.41%
149,974
+11,527
6
$25.9M 5.92%
627,623
+86,196
7
$25.1M 5.73%
141,382
-21,876
8
$22.1M 5.04%
98,899
+25,325
9
$20.2M 4.62%
144,260
+18,400
10
$13.2M 3.01%
262,726
+34,872
11
$10.8M 2.46%
159,522
-917
12
$10.3M 2.35%
73,940
+3,660
13
$10.2M 2.34%
46,134
+7,744
14
$9.78M 2.23%
71,701
-18,444
15
$9.6M 2.19%
25,588
+25,050
16
$6.18M 1.41%
229,390
+2,730
17
$3.12M 0.71%
18,620
+776
18
$3.04M 0.7%
13,359
19
$2.88M 0.66%
25,704
+3,145
20
$2.54M 0.58%
8,798
+1,439
21
$2.47M 0.56%
49,668
-414
22
$2.25M 0.51%
9,085
+478
23
$1.63M 0.37%
31,860
+1,630
24
$1.51M 0.35%
2,550
+76
25
$1.5M 0.34%
4,204
+218
1
2 3 4 5