IGGA
Iron Gate Global Advisors Portfolio holdings
AUM
$897M
This Quarter Return
-18.19%
1 Year Return
+28.96%
3 Year Return
+130.44%
5 Year Return
+193.74%
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(-19%)
Cap. Flow
-$15.5M
Cap. Flow
% of AUM
-10.87%
Top 10 Holdings %
Top 10 Hldgs %
72.43%
Holding
76
New
8
Increased
20
Reduced
17
Closed
23
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$17.4M |
| 2 |
Apple
AAPL
|
$14.8M |
| 3 |
Amazon
AMZN
|
$13M |
| 4 |
American Express
AXP
|
$9.55M |
| 5 |
Bank of America
BAC
|
$9.04M |
Top Sells
| 1 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$11M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$2.91M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$866K |
| 4 |
Cimpress
CMPR
|
$861K |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$398K |
Sector Composition
| 1 | Financials | 26.49% |
| 2 | Communication Services | 16.6% |
| 3 | Healthcare | 14.91% |
| 4 | Technology | 13.84% |
| 5 | Consumer Discretionary | 9.32% |
