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
$205M
AUM Growth
+$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.25M
3
+$2.89M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.97M
5
RTX icon
RTX Corp
RTX
+$1.82M

Top Sells

1
+$1.97M
2
+$1.07M
3
+$1.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$951K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$910K

Sector Composition

1 Financials 20.41%
2 Technology 16.45%
3 Communication Services 15.01%
4 Healthcare 14.03%
5 Consumer Discretionary 13.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.65%
14,164
+3,039
27
$1.12M 0.55%
22,237
-4,266
28
$1.11M 0.54%
+3,778
29
$1.07M 0.52%
+3,935
30
$979K 0.48%
+75,995
31
$917K 0.45%
+42,658
32
$894K 0.43%
+4,964
33
$861K 0.42%
8,117
34
$822K 0.4%
32,000
-5,501
35
$815K 0.4%
+3,211
36
$788K 0.38%
4,260
+2,316
37
$771K 0.37%
+11,276
38
$602K 0.29%
7,289
-772
39
$582K 0.28%
+1,915
40
$581K 0.28%
+21,520
41
$575K 0.28%
2,978
+508
42
$570K 0.28%
+8,190
43
$551K 0.27%
9,000
-3,265
44
$546K 0.27%
9,138
-116
45
$529K 0.26%
3,702
-486
46
$525K 0.25%
6,000
47
$510K 0.25%
5,923
48
$497K 0.24%
+3,038
49
$494K 0.24%
14,898
-652
50
$482K 0.23%
1,701
-3,789
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2
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