IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $897M
1-Year Est. Return 28.96%
This Quarter Est. Return
1 Year Est. Return
+28.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.93M
3
+$1.49M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.34M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.33M

Top Sells

1
+$1.56M
2
+$530K
3
+$527K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$342K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$303K

Sector Composition

1 Healthcare 31.81%
2 Financials 23.02%
3 Industrials 12.11%
4 Communication Services 10.04%
5 Technology 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$651K 0.61%
19,266
-1,854
27
$641K 0.6%
+13,340
28
$634K 0.59%
5,081
+2,969
29
$519K 0.48%
6,347
+863
30
$469K 0.44%
+5,724
31
$453K 0.42%
6,087
+1,795
32
$441K 0.41%
3,750
+1,700
33
$419K 0.39%
3,613
-13,468
34
$376K 0.35%
3,375
+1
35
$371K 0.35%
5,913
36
$358K 0.33%
12,105
37
$336K 0.31%
+9,916
38
$322K 0.3%
+4,536
39
$293K 0.27%
2,425
40
$266K 0.25%
+4,262
41
$256K 0.24%
3,480
-51
42
$240K 0.22%
1,652
-2,089
43
$228K 0.21%
4,135
44
$208K 0.19%
+4,000
45
$46K 0.04%
+1,800
46
– –
0
47
– –
-12,550
48
– –
-2,541
49
– –
-1,840
50
– –
-1,900
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3