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
$362M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$4.86M
3
+$1.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K
5
MSFT icon
Microsoft
MSFT
+$447K

Top Sells

1
+$6.57M
2
+$6.14M
3
+$5.35M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.15M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.42M

Sector Composition

1 Financials 30.41%
2 Technology 19.97%
3 Communication Services 12.6%
4 Healthcare 8.88%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.43%
40,356
+828
27
$1.5M 0.41%
4,741
+82
28
$1.41M 0.38%
31,126
29
$1.33M 0.36%
3,817
-168
30
$1.28M 0.35%
5,991
-83
31
$1.22M 0.33%
2,220
32
$1.21M 0.33%
+8,398
33
$1.08M 0.3%
4,458
+264
34
$1.03M 0.28%
8,117
35
$990K 0.27%
75,016
36
$967K 0.26%
5,497
-447
37
$942K 0.26%
6,000
38
$898K 0.25%
5,657
39
$847K 0.23%
7,634
+9
40
$844K 0.23%
7,654
+293
41
$820K 0.22%
9,000
42
$792K 0.22%
45,275
-1,097
43
$725K 0.2%
1,588
-15
44
$634K 0.17%
13,776
-209
45
$601K 0.16%
12,974
-1,456
46
$583K 0.16%
11,803
-2,450
47
$577K 0.16%
6,886
-128
48
$451K 0.12%
3,362
+89
49
$446K 0.12%
5,927
-575
50
$424K 0.12%
5,896
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