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
$354M
AUM Growth
-$446K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$7.58M
3
+$2.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.05M
5
AMZN icon
Amazon
AMZN
+$1.5M

Top Sells

1
+$917K
2
+$470K
3
+$407K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$272K
5
NEM icon
Newmont
NEM
+$262K

Sector Composition

1 Financials 27.35%
2 Technology 20.18%
3 Communication Services 16.08%
4 Healthcare 10.35%
5 Consumer Discretionary 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$352K 0.1%
1,070
-117
52
$345K 0.1%
3,273
-281
53
$338K 0.09%
980
54
$334K 0.09%
7,028
55
$324K 0.09%
5,923
56
$303K 0.08%
11,436
+185
57
$301K 0.08%
818
58
$300K 0.08%
4,434
+9
59
$289K 0.08%
4,558
-1,473
60
$283K 0.08%
2,591
+11
61
$270K 0.08%
2,400
62
$257K 0.07%
969
-297
63
$252K 0.07%
1,052
-123
64
$235K 0.07%
1,912
-511
65
$235K 0.07%
1,348
66
$234K 0.07%
12,522
+1,000
67
$231K 0.06%
1,854
68
$231K 0.06%
4,900
69
$225K 0.06%
3,000
70
$223K 0.06%
+75,016
71
$217K 0.06%
706
-92
72
$206K 0.06%
3,659
73
$182K 0.05%
37,279
74
$163K 0.05%
10,430
+55
75
$114K 0.03%
10,422
1 2
3
4