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
$647M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.63M
3
+$2.2M
4
AMZN icon
Amazon
AMZN
+$2.09M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.06M

Top Sells

1
+$4M
2
+$1.04M
3
+$935K
4
CARR icon
Carrier Global
CARR
+$854K
5
OTIS icon
Otis Worldwide
OTIS
+$652K

Sector Composition

1 Technology 25.49%
2 Financials 22.24%
3 Communication Services 19.99%
4 Consumer Discretionary 10.17%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.36%
4,832
+2,789
27
$2.24M 0.35%
13,152
-549
28
$2.09M 0.32%
6,849
-65
29
$2.06M 0.32%
25,218
-1,702
30
$1.99M 0.31%
6,002
31
$1.88M 0.29%
4,652
+23
32
$1.84M 0.28%
3,732
-3
33
$1.72M 0.27%
4,492
-72
34
$1.46M 0.23%
1,652
+25
35
$1.31M 0.2%
3,338
-1,000
36
$1.12M 0.17%
26,126
-5,000
37
$1.1M 0.17%
18,153
+3,751
38
$1.08M 0.17%
8,117
39
$1.05M 0.16%
8,969
+350
40
$1.04M 0.16%
5,200
+29
41
$934K 0.14%
8,222
+5
42
$696K 0.11%
2,834
+2,585
43
$691K 0.11%
+100
44
$655K 0.1%
3,104
-70
45
$594K 0.09%
1,126
+295
46
$593K 0.09%
13,210
-3,806
47
$524K 0.08%
1,916
-7
48
$503K 0.08%
3,413
-2,000
49
$497K 0.08%
2,043
+232
50
$489K 0.08%
24,789
-3,916
1
2
3 4