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IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $947M
1-Year Est. Return 23.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$947M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$4.73M
3
+$4.29M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.94M
5
AMZN icon
Amazon
AMZN
+$3.55M

Top Sells

1
+$2.92M
2
+$2.33M
3
+$932K
4
AXP icon
American Express
AXP
+$728K
5
SPXL icon
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
VGSH icon
26
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$3.27M 0.34%
55,775
+23,730
TSLA icon
27
Tesla
TSLA
$1.45T
$2.77M 0.29%
7,449
+224
VUG icon
28
Vanguard Growth ETF
VUG
$217B
$2.19M 0.23%
30,108
-1,314
ETN icon
29
Eaton
ETN
$149B
$2.17M 0.23%
6,061
-2
PG icon
30
Procter & Gamble
PG
$345B
$1.85M 0.2%
12,833
-26
COST icon
31
Costco
COST
$435B
$1.82M 0.19%
1,827
+129
XOM icon
32
Exxon Mobil
XOM
$626B
$1.72M 0.18%
10,130
+694
CATY icon
33
Cathay General Bancorp
CATY
$3.98B
$1.55M 0.16%
31,125
SMH icon
34
VanEck Semiconductor ETF
SMH
$67.5B
$1.27M 0.13%
3,300
AVGO icon
35
Broadcom
AVGO
$1.8T
$1.24M 0.13%
4,008
+908
VBR icon
36
Vanguard Small-Cap Value ETF
VBR
$35.8B
$1.15M 0.12%
5,278
MA icon
37
Mastercard
MA
$430B
$1.14M 0.12%
2,279
-20
CVX icon
38
Chevron
CVX
$380B
$1.13M 0.12%
5,472
+882
EMR icon
39
Emerson Electric
EMR
$77.1B
$1.12M 0.12%
8,555
-4
JPM icon
40
JPMorgan Chase
JPM
$832B
$1.05M 0.11%
3,555
+1,303
MRK icon
41
Merck
MRK
$300B
$971K 0.1%
8,070
+73
LLY icon
42
Eli Lilly
LLY
$1.04T
$909K 0.1%
988
-75
PPG icon
43
PPG Industries
PPG
$25.3B
$868K 0.09%
8,117
MCD icon
44
McDonald's
MCD
$201B
$807K 0.09%
2,596
-344
TSM icon
45
TSMC
TSM
$2.15T
$789K 0.08%
2,336
+772
PEP icon
46
PepsiCo
PEP
$198B
$751K 0.08%
4,836
-214
HD icon
47
Home Depot
HD
$319B
$746K 0.08%
2,267
+306
CARR icon
48
Carrier Global
CARR
$56.5B
$744K 0.08%
13,211
MS icon
49
Morgan Stanley
MS
$329B
$722K 0.08%
4,387
+2,020
BRK.A icon
50
Berkshire Hathaway Class A
BRK.A
$1.04T
$718K 0.08%
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