IGGA
Iron Gate Global Advisors Portfolio holdings
AUM
$963M
1-Year Est. Return
32.99%
1 Year Est. Return
+32.99%
AUM
$963M
AUM Growth
+$65.3M
(+7.3%)
Holding
104
Top Buys
| 1 | +$7.63M | |
| 2 | +$1.83M | |
| 3 | +$1.78M | |
| 4 |
Snowflake
SNOW
|
+$1.61M |
| 5 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
+$1.31M |
Top Sells
| 1 | +$19.2M | |
| 2 | +$2.47M | |
| 3 | +$1.98M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.88M |
| 5 |
Cathay General Bancorp
CATY
|
+$1.49M |
Sector Composition
| 1 | Technology | 30.74% |
| 2 | Communication Services | 20.89% |
| 3 | Financials | 19.54% |
| 4 | Consumer Discretionary | 9.45% |
| 5 | Industrials | 3.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.07T
| $95.7M | 9.78% |
190,157
+15,151
|
|
||
2
Amazon
AMZN
$2.42T
| $85.2M | 8.7% |
387,343
-870
|
|
||
|
3
Meta Platforms (Facebook)
META
$1.62T
| $84M | 8.58% |
114,662
-2,574
|
|
||
4
Apple
AAPL
$4.11T
| $76.7M | 7.84% |
300,997
-9,705
|
|
||
5
NVIDIA
NVDA
$4.29T
| $76.2M | 7.78% |
408,726
-102,954
|
|
||
6
Alphabet (Google) Class C
GOOG
$3.74T
| $65.6M | 6.7% |
269,351
-8,141
|
|
||
7
American Express
AXP
$262B
| $61.6M | 6.29% |
185,038
-3,906
|
|
||
8
Microsoft
MSFT
$3.55T
| $60M | 6.13% |
115,887
+307
|
|
||
9
Uber
UBER
$177B
| $43.3M | 4.42% |
441,637
+499
|
|
||
|
10
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.66B
| $42.8M | 4.37% |
843,178
+25,736
|
|
||
11
RTX Corp
RTX
$238B
| $26.9M | 2.75% |
160,879
-1,501
|
|
||
|
12
Alphabet (Google) Class A
GOOGL
$3.73T
| $25.8M | 2.64% |
106,238
+116
|
|
||
13
Netflix
NFLX
$404B
| $25.2M | 2.57% |
210,720
-2,800
|
|
||
14
Visa
V
$670B
| $24M | 2.46% |
70,415
+5,204
|
|
||
15
Hershey
HSY
$37.1B
| $22.8M | 2.33% |
121,799
-2,172
|
|
||
16
Palo Alto Networks
PANW
$133B
| $17.1M | 1.75% |
84,013
+1,885
|
|
||
17
Air Products & Chemicals
APD
$53.9B
| $16.6M | 1.7% |
61,129
-405
|
|
||
18
Palantir
PLTR
$433B
| $16.4M | 1.67% |
89,969
-187
|
|
||
19
Vanguard High Dividend Yield ETF
VYM
$69.1B
| $14.4M | 1.47% |
101,976
+8,109
|
|
||
20
Johnson & Johnson
JNJ
$507B
| $12.6M | 1.29% |
68,081
-554
|
|
||
21
SPDR S&P 500 ETF Trust
SPY
$700B
| $5.27M | 0.54% |
7,906
-304
|
|
||
22
Vanguard Total Stock Market ETF
VTI
$567B
| $4.85M | 0.5% |
14,768
-115
|
|
||
23
Invesco QQQ Trust
QQQ
$401B
| $4.43M | 0.45% |
7,381
-66
|
|
||
24
Walmart Inc. Common Stock
WMT
$924B
| $3.71M | 0.38% |
35,909
-3,220
|
|
||
25
Tesla
TSLA
$1.48T
| $3.21M | 0.33% |
7,221
+4,114
|
|