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

Top Buys

1
+$15.6M
2
+$11.6M
3
+$6.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.85M
5
DIS icon
Walt Disney
DIS
+$1.31M

Top Sells

1
+$13M
2
+$12.6M
3
+$6.14M
4
NFLX icon
Netflix
NFLX
+$1.15M
5
AXP icon
American Express
AXP
+$752K

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 12.57%
309,263
-3,185
2
$47.4M 11.69%
153,534
+2,058
3
$32.6M 8.03%
315,445
+112,198
4
$30.6M 7.55%
106,229
+1,352
5
$25.4M 6.26%
154,075
-4,561
6
$20.5M 5.05%
717,911
+10,463
7
$20M 4.93%
128,953
-4,428
8
$19.4M 4.77%
91,333
+29,591
9
$19.2M 4.73%
184,336
+46,644
10
$15.6M 3.85%
+194,609
11
$14.2M 3.5%
145,187
-4,958
12
$11.5M 2.84%
50,992
-1,842
13
$11.1M 2.73%
31,995
-3,336
14
$9.36M 2.31%
90,249
+10,307
15
$8.54M 2.1%
85,214
+13,092
16
$5.9M 1.45%
212,200
+950
17
$3.42M 0.84%
18,734
-1,493
18
$3.2M 0.79%
30,351
+3,849
19
$3.19M 0.79%
54,403
-9,810
20
$2.99M 0.74%
10,687
-53
21
$2.74M 0.68%
13,429
+69
22
$2.61M 0.64%
6,363
-30,694
23
$2.44M 0.6%
16,418
+48
24
$2.38M 0.59%
48,390
-333
25
$2.07M 0.51%
41,217
-259,129
1
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