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
$118M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$364K
3
+$289K
4
AMZN icon
Amazon
AMZN
+$284K
5
META icon
Meta Platforms (Facebook)
META
+$271K

Top Sells

1
+$1.73M
2
+$356K
3
+$218K
4
AMAT icon
Applied Materials
AMAT
+$208K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$167K

Sector Composition

1 Healthcare 28.84%
2 Financials 23.15%
3 Industrials 12.45%
4 Communication Services 9.91%
5 Technology 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,800
1 2
3