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
$592M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.42M
3
+$1.75M
4
AAPL icon
Apple
AAPL
+$1.38M
5
APD icon
Air Products & Chemicals
APD
+$1.05M

Top Sells

1
+$3.6M
2
+$1.07M
3
+$690K
4
DIS icon
Walt Disney
DIS
+$690K
5
HQY icon
HealthEquity
HQY
+$390K

Sector Composition

1 Technology 26.29%
2 Communication Services 20.97%
3 Financials 20.84%
4 Consumer Discretionary 10.95%
5 Consumer Staples 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.5M 10.97%
163,596
+2,116
2
$64.7M 10.66%
306,756
+6,524
3
$60.9M 10.04%
314,910
+1,407
4
$50.9M 8.39%
100,923
-347
5
$45.9M 7.57%
102,751
+694
6
$37.6M 6.2%
162,446
+279
7
$35M 5.77%
190,649
+2,720
8
$24.6M 4.06%
307,888
+42,815
9
$22.1M 3.64%
179,109
-29,261
10
$20.7M 3.42%
30,724
+130
11
$18.9M 3.12%
260,737
+61,801
12
$16.3M 2.7%
89,750
+298
13
$15.9M 2.62%
158,594
+3,158
14
$14.2M 2.34%
54,070
+3,960
15
$13M 2.15%
50,475
+4,056
16
$12.1M 2%
66,046
+9,537
17
$10M 1.66%
68,748
-125
18
$7.73M 1.27%
65,149
+7,039
19
$3.87M 0.64%
14,481
-14
20
$3.23M 0.53%
47,640
-603
21
$2.82M 0.47%
17,097
+16
22
$2.42M 0.4%
4,438
-27
23
$2.32M 0.38%
26,920
-4,519
24
$2.26M 0.37%
13,701
-1,331
25
$1.88M 0.31%
6,002
-21
1
2 3 4