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
$354M
AUM Growth
-$446K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$7.58M
3
+$2.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.05M
5
AMZN icon
Amazon
AMZN
+$1.5M

Top Sells

1
+$917K
2
+$470K
3
+$407K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$272K
5
NEM icon
Newmont
NEM
+$262K

Sector Composition

1 Financials 27.35%
2 Technology 20.18%
3 Communication Services 16.08%
4 Healthcare 10.35%
5 Consumer Discretionary 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.36%
4,659
+142
27
$1.22M 0.34%
31,126
+1
28
$1.17M 0.33%
3,673
+572
29
$1.13M 0.32%
3,985
-101
30
$1.13M 0.32%
2,220
-12
31
$987K 0.28%
3,683
+1,151
32
$903K 0.25%
8,117
33
$862K 0.24%
5,944
-104
34
$831K 0.23%
5,657
35
$800K 0.22%
6,000
36
$792K 0.22%
+46,372
37
$757K 0.21%
1,603
-4
38
$716K 0.2%
9,000
39
$713K 0.2%
4,194
+1
40
$708K 0.2%
14,430
-441
41
$706K 0.2%
14,253
42
$657K 0.18%
7,625
-50
43
$653K 0.18%
7,361
-90
44
$514K 0.14%
3,257
-204
45
$504K 0.14%
3,459
-27
46
$499K 0.14%
13,985
47
$490K 0.14%
7,014
48
$485K 0.14%
6,502
-32
49
$419K 0.12%
5,896
+1
50
$353K 0.1%
2,899
-301
1
2
3 4