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
$453M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$997K
3
+$822K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$540K
5
TSLA icon
Tesla
TSLA
+$311K

Top Sells

1
+$382K
2
+$355K
3
+$285K
4
V icon
Visa
V
+$228K
5
GE icon
GE Aerospace
GE
+$221K

Sector Composition

1 Financials 25.94%
2 Technology 23.86%
3 Communication Services 18.61%
4 Consumer Discretionary 10.49%
5 Healthcare 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 0.42%
38,554
-2,663
27
$1.86M 0.4%
50,060
+515
28
$1.47M 0.32%
3,745
-74
29
$1.47M 0.32%
5,183
-248
30
$1.44M 0.31%
4,627
-162
31
$1.21M 0.26%
6,000
32
$1.2M 0.26%
8,117
33
$1.05M 0.23%
2,010
-174
34
$1.04M 0.22%
4,208
-250
35
$1.02M 0.22%
31,126
36
$998K 0.22%
2,702
-96
37
$953K 0.21%
8,260
+8
38
$936K 0.2%
5,657
39
$881K 0.19%
8,219
40
$871K 0.19%
1,617
-1
41
$859K 0.19%
5,458
-5
42
$831K 0.18%
14,389
+689
43
$817K 0.18%
9,000
44
$767K 0.17%
40,011
-1,160
45
$687K 0.15%
13,732
-17
46
$609K 0.13%
6,864
-8
47
$511K 0.11%
11,223
48
$489K 0.11%
818
49
$469K 0.1%
3,227
-28
50
$469K 0.1%
12,787
-194
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2
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