IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $977M
1-Year Est. Return 29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$977M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.7M
3
+$1.56M
4
UBER icon
Uber
UBER
+$1.11M
5
ANGX
Angel Studios
ANGX
+$971K

Top Sells

1
+$7.52M
2
+$6.21M
3
+$4.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.06M
5
NVDA icon
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
CAT icon
26
Caterpillar
CAT
$326B
$2.56M 0.26%
4,474
-14
VUG icon
27
Vanguard Growth ETF
VUG
$194B
$2.55M 0.26%
5,237
+720
ETN icon
28
Eaton
ETN
$135B
$1.93M 0.2%
6,063
+2
VGSH icon
29
Vanguard Short-Term Treasury ETF
VGSH
$27.9B
$1.88M 0.19%
32,045
+8,897
PG icon
30
Procter & Gamble
PG
$350B
$1.84M 0.19%
12,859
-848
CATY icon
31
Cathay General Bancorp
CATY
$3.2B
$1.51M 0.15%
31,125
COST icon
32
Costco
COST
$445B
$1.46M 0.15%
1,698
-4
SNOW icon
33
Snowflake
SNOW
$60.7B
$1.35M 0.14%
6,173
-943
MA icon
34
Mastercard
MA
$444B
$1.31M 0.13%
2,299
-302
SMH icon
35
VanEck Semiconductor ETF
SMH
$43.9B
$1.19M 0.12%
3,300
-17
LLY icon
36
Eli Lilly
LLY
$873B
$1.14M 0.12%
1,063
-36
EMR icon
37
Emerson Electric
EMR
$74.3B
$1.14M 0.12%
8,559
+4
XOM icon
38
Exxon Mobil
XOM
$640B
$1.14M 0.12%
9,436
+483
VBR icon
39
Vanguard Small-Cap Value ETF
VBR
$32.3B
$1.12M 0.11%
5,278
+78
AVGO icon
40
Broadcom
AVGO
$1.59T
$1.07M 0.11%
3,100
-3,843
MCD icon
41
McDonald's
MCD
$231B
$898K 0.09%
2,940
-46
GLD icon
42
SPDR Gold Trust
GLD
$176B
$851K 0.09%
2,147
+115
MRK icon
43
Merck
MRK
$287B
$842K 0.09%
7,997
+23
PPG icon
44
PPG Industries
PPG
$22.5B
$832K 0.09%
8,117
ANGX
45
Angel Studios
ANGX
$752M
$766K 0.08%
+163,926
BRK.A icon
46
Berkshire Hathaway Class A
BRK.A
$1.06T
$755K 0.08%
1
JPM icon
47
JPMorgan Chase
JPM
$763B
$726K 0.07%
2,252
-102
PEP icon
48
PepsiCo
PEP
$217B
$725K 0.07%
5,050
-618
CVX icon
49
Chevron
CVX
$390B
$700K 0.07%
4,590
-69
CARR icon
50
Carrier Global
CARR
$47.2B
$698K 0.07%
13,211
1
2
3 4 5