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
$495M
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.96M
2
+$1.71M
3
+$1.22M
4
DIS icon
Walt Disney
DIS
+$949K
5
AXP icon
American Express
AXP
+$805K

Top Sells

1
+$1.2M
2
+$1.1M
3
+$932K
4
BAC icon
Bank of America
BAC
+$822K
5
MSFT icon
Microsoft
MSFT
+$645K

Sector Composition

1 Financials 26.32%
2 Technology 22.61%
3 Communication Services 20.34%
4 Consumer Discretionary 10.71%
5 Healthcare 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.6M 11.39%
299,172
-4,839
2
$57.5M 11.38%
161,348
+4,803
3
$47.8M 9.45%
314,534
-7,865
4
$38.8M 7.66%
103,083
-1,714
5
$36M 7.12%
101,748
+8,366
6
$30.8M 6.09%
164,426
+4,296
7
$26.1M 5.15%
184,956
-7,810
8
$24M 4.75%
713,112
-24,412
9
$19.3M 3.83%
238,059
+14,967
10
$19.1M 3.78%
122,059
-2,012
11
$15M 2.96%
30,711
-337
12
$13.2M 2.61%
157,044
+2,728
13
$12.8M 2.54%
49,330
+109
14
$12.7M 2.52%
91,205
+893
15
$10.2M 2.02%
206,470
-6,170
16
$8.92M 1.76%
98,748
+10,513
17
$5.98M 1.18%
53,601
+4,792
18
$3.31M 0.66%
13,967
+165
19
$3M 0.59%
17,674
-317
20
$2.87M 0.57%
9,671
-132
21
$2.62M 0.52%
39,460
-3,359
22
$2.52M 0.5%
47,937
+258
23
$2.44M 0.48%
16,672
+179
24
$2.44M 0.48%
5,125
+88
25
$2.3M 0.45%
11,561
+374
1
2 3 4