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

Top Buys

1
+$2.72M
2
+$1.69M
3
+$1.16M
4
DIS icon
Walt Disney
DIS
+$927K
5
AXP icon
American Express
AXP
+$692K

Top Sells

1
+$1.1M
2
+$1.06M
3
+$893K
4
BAC icon
Bank of America
BAC
+$711K
5
MSFT icon
Microsoft
MSFT
+$610K

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 11.65%
299,172
-4,839
2
$57.5M 11.64%
161,348
+4,803
3
$47.8M 9.66%
314,534
-7,865
4
$38.8M 7.84%
103,083
-1,714
5
$36M 7.28%
101,748
+8,366
6
$30.8M 6.23%
164,426
+4,296
7
$26.1M 5.27%
184,956
-7,810
8
$24M 4.86%
713,112
-24,412
9
$19.3M 3.91%
238,059
+14,967
10
$19.1M 3.87%
122,059
-2,012
11
$15M 3.02%
307,110
-3,370
12
$13.2M 2.67%
157,044
+2,728
13
$12.8M 2.6%
49,330
+109
14
$12.7M 2.58%
91,205
+893
15
$10.2M 2.07%
206,470
-6,170
16
$8.92M 1.8%
98,748
+10,513
17
$5.98M 1.21%
53,601
+4,792
18
$3.31M 0.67%
13,967
+165
19
$3M 0.61%
17,674
-317
20
$2.87M 0.58%
9,671
-132
21
$2.62M 0.53%
39,460
-3,359
22
$2.52M 0.51%
47,937
+258
23
$2.44M 0.49%
16,672
+179
24
$2.44M 0.49%
5,125
+88
25
$2.3M 0.47%
11,561
+374
1
2 3 4