IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $963M
1-Year Est. Return 32.99%
This Quarter Est. Return
1 Year Est. Return
+32.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$963M
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$7.63M
2
+$1.83M
3
+$1.78M
4
SNOW icon
Snowflake
SNOW
+$1.61M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.31M

Top Sells

1
+$19.2M
2
+$2.47M
3
+$1.98M
4
META icon
Meta Platforms (Facebook)
META
+$1.88M
5
CATY icon
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
AVGO icon
26
Broadcom
AVGO
$1.7T
$2.29M 0.23%
6,943
-3,052
ETN icon
27
Eaton
ETN
$129B
$2.27M 0.23%
6,061
VUG icon
28
Vanguard Growth ETF
VUG
$201B
$2.17M 0.22%
4,517
-245
CAT icon
29
Caterpillar
CAT
$280B
$2.14M 0.22%
4,488
-1,406
PG icon
30
Procter & Gamble
PG
$334B
$2.11M 0.22%
13,707
-459
SNOW icon
31
Snowflake
SNOW
$74.6B
$1.61M 0.16%
+7,116
COST icon
32
Costco
COST
$393B
$1.58M 0.16%
1,702
CATY icon
33
Cathay General Bancorp
CATY
$3.4B
$1.49M 0.15%
31,125
-31,126
MA icon
34
Mastercard
MA
$514B
$1.48M 0.15%
2,601
-284
VGSH icon
35
Vanguard Short-Term Treasury ETF
VGSH
$25.3B
$1.36M 0.14%
23,148
-6,236
EMR icon
36
Emerson Electric
EMR
$76.8B
$1.12M 0.11%
8,555
-8,569
VBR icon
37
Vanguard Small-Cap Value ETF
VBR
$32.6B
$1.08M 0.11%
5,200
SMH icon
38
VanEck Semiconductor ETF
SMH
$35.7B
$1.08M 0.11%
3,317
-66
XOM icon
39
Exxon Mobil
XOM
$501B
$1.01M 0.1%
8,953
-261
HD icon
40
Home Depot
HD
$358B
$926K 0.09%
2,285
-289
MCD icon
41
McDonald's
MCD
$226B
$908K 0.09%
2,986
+40
PPG icon
42
PPG Industries
PPG
$23.2B
$852K 0.09%
8,117
-1,217
HQY icon
43
HealthEquity
HQY
$8.27B
$852K 0.09%
+9,046
LLY icon
44
Eli Lilly
LLY
$920B
$838K 0.09%
1,099
+700
PEP icon
45
PepsiCo
PEP
$206B
$796K 0.08%
5,668
-437
CARR icon
46
Carrier Global
CARR
$44.6B
$787K 0.08%
+13,211
BRK.A icon
47
Berkshire Hathaway Class A
BRK.A
$1.08T
$755K 0.08%
1
JPM icon
48
JPMorgan Chase
JPM
$867B
$743K 0.08%
2,354
-114
CVX icon
49
Chevron
CVX
$300B
$724K 0.07%
4,659
-721
GLD icon
50
SPDR Gold Trust
GLD
$145B
$722K 0.07%
2,032
-198
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