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
$400M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$10.8M
3
+$5.04M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.5M
5
DIS icon
Walt Disney
DIS
+$1.32M

Top Sells

1
+$13M
2
+$12.2M
3
+$5.64M
4
NFLX icon
Netflix
NFLX
+$1.1M
5
AXP icon
American Express
AXP
+$757K

Sector Composition

1 Financials 27.37%
2 Technology 22.66%
3 Communication Services 17.43%
4 Consumer Discretionary 9.37%
5 Healthcare 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51M 12.76%
309,263
-3,185
2
$47.4M 11.87%
153,534
+2,058
3
$32.6M 8.16%
315,445
+112,198
4
$30.6M 7.67%
106,229
+1,352
5
$25.4M 6.36%
154,075
-4,561
6
$20.5M 5.13%
717,911
+10,463
7
$20M 5%
128,953
-4,428
8
$19.4M 4.85%
91,333
+29,591
9
$19.2M 4.8%
184,336
+46,644
10
$15.6M 3.91%
+194,609
11
$14.2M 3.56%
145,187
-4,958
12
$11.5M 2.88%
50,992
-1,842
13
$11.1M 2.77%
319,950
-33,360
14
$9.36M 2.34%
90,249
+10,307
15
$8.54M 2.14%
85,214
+13,092
16
$5.9M 1.48%
212,200
+950
17
$3.42M 0.85%
18,734
-1,493
18
$3.2M 0.8%
30,351
+3,849
19
$3.19M 0.8%
54,403
-9,810
20
$2.99M 0.75%
10,687
-53
21
$2.74M 0.69%
13,429
+69
22
$2.61M 0.65%
6,363
-30,694
23
$2.44M 0.61%
16,418
+48
24
$2.38M 0.6%
48,390
-333
25
$2.07M 0.52%
41,217
-259,129
1
2 3 4