IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $977M
1-Year Est. Return 29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.93M
3
+$1.51M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.32M
5
AAPL icon
Apple
AAPL
+$1.31M

Top Sells

1
+$1.57M
2
+$530K
3
+$527K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$335K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$299K

Sector Composition

1 Healthcare 31.81%
2 Financials 23.02%
3 Industrials 12.11%
4 Communication Services 10.04%
5 Technology 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-8,104
52
– –
-6,787
1 2
3