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
$355M
AUM Growth
-$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$1.56M
3
+$1.5M
4
MSFT icon
Microsoft
MSFT
+$1.48M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.32M

Top Sells

1
+$11.3M
2
+$658K
3
+$574K
4
VUG icon
Vanguard Growth ETF
VUG
+$493K
5
CRWD icon
CrowdStrike
CRWD
+$405K

Sector Composition

1 Financials 26.88%
2 Technology 20.32%
3 Communication Services 15.75%
4 Healthcare 10.86%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.34%
31,125
+4,999
27
$1.21M 0.33%
2,232
-318
28
$1.17M 0.32%
3,101
+156
29
$928K 0.26%
8,117
-654
30
$917K 0.25%
47,336
+7
31
$875K 0.24%
6,048
-93
32
$843K 0.23%
5,657
33
$778K 0.21%
14,871
-2,052
34
$770K 0.21%
1,607
-11
35
$755K 0.21%
6,000
36
$749K 0.21%
4,193
-1
37
$715K 0.2%
9,000
38
$708K 0.2%
2,532
+6
39
$700K 0.19%
7,675
+9
40
$675K 0.19%
14,253
41
$637K 0.18%
7,451
-25
42
$582K 0.16%
3,461
43
$571K 0.16%
3,486
+498
44
$498K 0.14%
13,985
45
$498K 0.14%
6,534
-7,527
46
$495K 0.14%
7,014
47
$461K 0.13%
6,031
-924
48
$453K 0.12%
5,895
-23
49
$420K 0.12%
3,200
-100
50
$419K 0.12%
11,251
+574
1
2
3 4