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
$709M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$8.55M
3
+$3.96M
4
BILL icon
BILL Holdings
BILL
+$2.72M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.25M

Top Sells

1
+$24.7M
2
+$2.72M
3
+$1.04M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$391K
5
PDSB icon
PDS Biotechnology
PDSB
+$287K

Sector Composition

1 Technology 26.91%
2 Financials 21.32%
3 Communication Services 20.35%
4 Consumer Discretionary 10.88%
5 Industrials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 0.38%
+29,756
27
$2.62M 0.37%
11,286
+8,786
28
$2.29M 0.32%
23,888
-1,330
29
$1.99M 0.28%
6,002
30
$1.92M 0.27%
4,683
+191
31
$1.9M 0.27%
3,616
-116
32
$1.88M 0.26%
12,348
-804
33
$1.79M 0.25%
4,610
-42
34
$1.71M 0.24%
5,893
-956
35
$1.58M 0.22%
4,338
+1,000
36
$1.53M 0.22%
+20,293
37
$1.51M 0.21%
1,652
38
$1.45M 0.21%
31,126
+5,000
39
$1.04M 0.15%
+8,624
40
$1.03M 0.15%
5,200
41
$994K 0.14%
12,380
-307,881
42
$983K 0.14%
9,137
+168
43
$966K 0.14%
8,117
44
$927K 0.13%
+13,501
45
$820K 0.12%
8,242
+20
46
$785K 0.11%
1,944
+113
47
$772K 0.11%
5,258
+1,845
48
$724K 0.1%
3,021
-83
49
$687K 0.1%
2,838
+4
50
$681K 0.1%
100
1
2
3 4