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
$355M
AUM Growth
-$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$1.56M
3
+$1.5M
4
MSFT icon
Microsoft
MSFT
+$1.48M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.32M

Top Sells

1
+$11.3M
2
+$658K
3
+$574K
4
VUG icon
Vanguard Growth ETF
VUG
+$493K
5
CRWD icon
CrowdStrike
CRWD
+$405K

Sector Composition

1 Financials 26.88%
2 Technology 20.32%
3 Communication Services 15.75%
4 Healthcare 10.86%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$411K 0.11%
1,187
-31
52
$407K 0.11%
100
53
$399K 0.11%
3,554
-129
54
$380K 0.1%
5,923
55
$352K 0.1%
+7,028
56
$330K 0.09%
2,423
+7
57
$325K 0.09%
818
58
$324K 0.09%
2,400
-11
59
$309K 0.09%
4,425
+8
60
$291K 0.08%
980
+20
61
$291K 0.08%
2,580
+11
62
$288K 0.08%
1,175
-885
63
$283K 0.08%
1,266
+462
64
$272K 0.08%
2,300
+600
65
$268K 0.07%
798
-18
66
$262K 0.07%
4,407
+1,000
67
$244K 0.07%
1,348
-44
68
$235K 0.06%
4,900
+100
69
$234K 0.06%
1,854
-16
70
$229K 0.06%
3,659
-57
71
$225K 0.06%
3,000
72
$217K 0.06%
10,375
-3,028
73
$215K 0.06%
11,522
74
$204K 0.06%
2,970
-625
75
$196K 0.05%
37,279
1 2
3
4