IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $897M
1-Year Est. Return 28.96%
This Quarter Est. Return
1 Year Est. Return
+28.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.25M
3
+$2.89M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.97M
5
RTX icon
RTX Corp
RTX
+$1.82M

Top Sells

1
+$1.97M
2
+$1.07M
3
+$1.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$951K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$910K

Sector Composition

1 Financials 20.41%
2 Technology 16.45%
3 Communication Services 15.01%
4 Healthcare 14.03%
5 Consumer Discretionary 13.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$453K 0.22%
+7,587
52
$448K 0.22%
+8,717
53
$447K 0.22%
+2,565
54
$435K 0.21%
+7,595
55
$380K 0.18%
12,030
56
$346K 0.17%
+15,225
57
$339K 0.16%
5,760
58
$339K 0.16%
2,400
59
$316K 0.15%
+3,355
60
$308K 0.15%
+1,571
61
$307K 0.15%
6,876
-1,223
62
$300K 0.15%
+4,856
63
$294K 0.14%
+818
64
$289K 0.14%
+1,432
65
$279K 0.14%
3,160
-2,230
66
$270K 0.13%
+238
67
$263K 0.13%
+4,657
68
$261K 0.13%
11,433
+1,841
69
$254K 0.12%
+8,335
70
$245K 0.12%
9,234
-4,129
71
$238K 0.12%
4,800
72
$236K 0.11%
+1,592
73
$233K 0.11%
+512
74
$230K 0.11%
+3,005
75
$223K 0.11%
+2,569
1 2
3
4