IGGA
Iron Gate Global Advisors Portfolio holdings
AUM
$897M
This Quarter Return
+2.95%
1 Year Return
+28.96%
3 Year Return
+130.44%
5 Year Return
+193.74%
10 Year Return
–
AUM
$130M
AUM Growth
+$130M
(+10%)
Cap. Flow
+$8.51M
Cap. Flow
% of AUM
6.55%
Top 10 Holdings %
Top 10 Hldgs %
69.71%
Holding
52
New
2
Increased
28
Reduced
12
Closed
4
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.52M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.18M |
| 3 |
Walt Disney
DIS
|
$1.09M |
| 4 |
DaVita
DVA
|
$682K |
| 5 |
Amazon
AMZN
|
$632K |
Top Sells
| 1 |
SPDR S&P Dividend ETF
SDY
|
$367K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$260K |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$217K |
| 4 |
FS KKR Capital
FSK
|
$153K |
| 5 |
GSK
GSK
|
$141K |
Sector Composition
| 1 | Healthcare | 27.28% |
| 2 | Financials | 22.6% |
| 3 | Industrials | 13.41% |
| 4 | Communication Services | 10.97% |
| 5 | Technology | 6.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Utilities Select Sector SPDR Fund
XLU
$20.9B
| – | – |
-4,134
| Closed | -$217K |
|