IGGA
Iron Gate Global Advisors Portfolio holdings
AUM
$977M
1-Year Est. Return
29%
This Fund
S&P 500
1 Year Est. Return
+29%
AUM
$977M
AUM Growth
+$14.1M
(+1.5%)
Holding
109
Top Buys
| 1 | +$11.1M | |
| 2 | +$8.7M | |
| 3 | +$1.56M | |
| 4 |
Uber
UBER
|
+$1.11M |
| 5 |
ANGX
Angel Studios
ANGX
|
+$971K |
Top Sells
| 1 | +$7.52M | |
| 2 | +$6.21M | |
| 3 | +$4.52M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$2.06M |
| 5 |
NVIDIA
NVDA
|
+$1.56M |
Sector Composition
| 1 | Technology | 28.52% |
| 2 | Communication Services | 21.19% |
| 3 | Financials | 19.19% |
| 4 | Consumer Discretionary | 9.65% |
| 5 | Industrials | 3.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.06T
| $95.8M | 9.81% |
190,510
+353
|
|
||
2
Amazon
AMZN
$2.25T
| $88.9M | 9.1% |
384,948
-2,395
|
|
||
|
3
Alphabet (Google) Class C
GOOG
$3.67T
| $79.6M | 8.15% |
253,587
-15,764
|
|
||
4
Meta Platforms (Facebook)
META
$1.61T
| $75.7M | 7.76% |
114,755
+93
|
|
||
5
Apple
AAPL
$3.75T
| $75.5M | 7.74% |
277,868
-23,129
|
|
||
|
6
NVIDIA
NVDA
$4.45T
| $74.7M | 7.65% |
400,371
-8,355
|
|
||
7
American Express
AXP
$207B
| $60.7M | 6.21% |
164,011
-21,027
|
|
||
8
Microsoft
MSFT
$2.98T
| $55.7M | 5.71% |
115,242
-645
|
|
||
9
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.06B
| $51.3M | 5.26% |
1,014,919
+171,741
|
|
||
|
10
Uber
UBER
$150B
| $37.1M | 3.8% |
453,976
+12,339
|
|
||
|
11
Alphabet (Google) Class A
GOOGL
$3.67T
| $31M | 3.17% |
99,017
-7,221
|
|
||
12
RTX Corp
RTX
$273B
| $28.2M | 2.89% |
153,688
-7,191
|
|
||
13
Air Products & Chemicals
APD
$64.7B
| $26M | 2.66% |
105,054
+43,925
|
|
||
14
Visa
V
$589B
| $24.5M | 2.51% |
69,839
-576
|
|
||
15
Hershey
HSY
$43.7B
| $21.7M | 2.23% |
119,482
-2,317
|
|
||
16
Netflix
NFLX
$398B
| $19.3M | 1.98% |
206,192
-4,528
|
|
||
17
Vanguard High Dividend Yield ETF
VYM
$72.3B
| $16.2M | 1.66% |
112,933
+10,957
|
|
||
18
Palantir
PLTR
$367B
| $15.6M | 1.59% |
87,531
-2,438
|
|
||
19
Palo Alto Networks
PANW
$137B
| $15.2M | 1.56% |
82,717
-1,296
|
|
||
20
Johnson & Johnson
JNJ
$583B
| $14.1M | 1.44% |
68,110
+29
|
|
||
21
State Street SPDR S&P 500 ETF Trust
SPY
$667B
| $5.23M | 0.54% |
7,668
-238
|
|
||
22
Vanguard Total Stock Market ETF
VTI
$568B
| $4.94M | 0.51% |
14,748
-20
|
|
||
23
Invesco QQQ Trust
QQQ
$387B
| $4.76M | 0.49% |
7,748
+367
|
|
||
24
Walmart Inc
WMT
$999B
| $3.84M | 0.39% |
34,474
-1,435
|
|
||
25
Tesla
TSLA
$1.48T
| $3.25M | 0.33% |
7,225
+4
|
|