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IGGA
Iron Gate Global Advisors Portfolio holdings
AUM
$947M
1-Year Est. Return
23.59%
This Fund
S&P 500
1 Year Est. Return
+23.59%
AUM
$947M
AUM Growth
-$30M
(-3.1%)
Holding
112
Top Buys
| 1 | +$8.26M | |
| 2 | +$4.73M | |
| 3 | +$4.29M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$3.94M |
| 5 |
Amazon
AMZN
|
+$3.55M |
Top Sells
| 1 | +$2.92M | |
| 2 | +$2.33M | |
| 3 | +$932K | |
| 4 |
American Express
AXP
|
+$728K |
| 5 |
Direxion Daily S&P 500 Bull 3x ETF
SPXL
|
+$372K |
Sector Composition
| 1 | Technology | 27.23% |
| 2 | Communication Services | 20.47% |
| 3 | Financials | 18.29% |
| 4 | Consumer Discretionary | 9.32% |
| 5 | Industrials | 4.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class B
BRK.B
$1.04T
| $95.1M | 10.05% |
198,544
+8,034
|
|
||
|
2
Amazon
AMZN
$2.54T
| $83.5M | 8.83% |
401,053
+16,105
|
|
||
3
NVIDIA
NVDA
$4.87T
| $72M | 7.6% |
412,624
+12,253
|
|
||
4
Apple
AAPL
$4.26T
| $71M | 7.5% |
279,620
+1,752
|
|
||
5
Alphabet (Google) Class C
GOOG
$4.21T
| $70.1M | 7.4% |
244,280
-9,307
|
|
||
6
Meta Platforms (Facebook)
META
$1.42T
| $69.9M | 7.38% |
122,134
+7,379
|
|
||
7
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.58B
| $59.6M | 6.3% |
1,178,093
+163,174
|
|
||
|
8
American Express
AXP
$213B
| $49M | 5.17% |
161,839
-2,172
|
|
||
9
Microsoft
MSFT
$2.88T
| $45.5M | 4.81% |
122,966
+7,724
|
|
||
10
Uber
UBER
$138B
| $34.5M | 3.65% |
480,068
+26,092
|
|
||
11
Air Products & Chemicals
APD
$62.1B
| $31.2M | 3.29% |
107,265
+2,211
|
|
||
12
RTX Corp
RTX
$244B
| $28.7M | 3.04% |
149,000
-4,688
|
|
||
|
13
Alphabet (Google) Class A
GOOGL
$4.24T
| $28.3M | 2.99% |
98,403
-614
|
|
||
14
Netflix
NFLX
$339B
| $24.5M | 2.59% |
254,824
+48,632
|
|
||
15
Hershey
HSY
$36.7B
| $22.5M | 2.38% |
108,434
-11,048
|
|
||
16
Visa
V
$609B
| $21.7M | 2.3% |
71,931
+2,092
|
|
||
17
Vanguard High Dividend Yield ETF
VYM
$78.2B
| $18.1M | 1.91% |
122,013
+9,080
|
|
||
18
Johnson & Johnson
JNJ
$580B
| $16.7M | 1.77% |
68,372
+262
|
|
||
19
Palo Alto Networks
PANW
$218B
| $15.9M | 1.68% |
99,354
+16,637
|
|
||
20
Palantir
PLTR
$308B
| $14.6M | 1.54% |
99,945
+12,414
|
|
||
21
State Street SPDR S&P 500 ETF Trust
SPY
$759B
| $5.02M | 0.53% |
7,718
+50
|
|
||
22
Vanguard Total Stock Market ETF
VTI
$637B
| $4.87M | 0.51% |
15,185
+437
|
|
||
23
Walmart Inc
WMT
$962B
| $4.48M | 0.47% |
36,031
+1,557
|
|
||
24
Invesco QQQ Trust
QQQ
$464B
| $4.44M | 0.47% |
7,683
-65
|
|
||
25
Caterpillar
CAT
$407B
| $3.64M | 0.39% |
5,145
+671
|
|