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IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $947M
1-Year Est. Return 23.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$963M
AUM Growth
+$65.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$7.34M
2 +$1.8M
3 +$1.53M
4
TSLA icon
Tesla
TSLA
+$1.43M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.3M

Top Sells

1 +$17.9M
2 +$2.19M
3 +$1.92M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.71M
5
CATY icon
Cathay General Bancorp
CATY
+$1.5M

Sector Composition

1 Technology 30.74%
2 Communication Services 20.89%
3 Financials 19.54%
4 Consumer Discretionary 9.45%
5 Industrials 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.29M 0.24%
6,943
-3,052
27
$2.27M 0.24%
6,061
28
$2.17M 0.23%
27,102
-1,470
29
$2.14M 0.22%
4,488
-1,406
30
$2.11M 0.22%
13,707
-459
31
$1.61M 0.17%
+7,116
32
$1.58M 0.16%
1,702
33
$1.49M 0.15%
31,125
-31,126
34
$1.48M 0.15%
2,601
-284
35
$1.36M 0.14%
23,148
-6,236
36
$1.12M 0.12%
8,555
-8,569
37
$1.08M 0.11%
5,200
38
$1.08M 0.11%
3,317
-66
39
$1.01M 0.1%
8,953
-261
40
$926K 0.1%
2,285
-289
41
$908K 0.09%
2,986
+40
42
$852K 0.09%
8,117
-1,217
43
$852K 0.09%
+9,046
44
$838K 0.09%
1,099
+700
45
$796K 0.08%
5,668
-437
46
$787K 0.08%
+13,211
47
$755K 0.08%
1
48
$743K 0.08%
2,354
-114
49
$724K 0.08%
4,659
-721
50
$722K 0.08%
2,032
-198