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
$362M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$4.86M
3
+$1.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K
5
MSFT icon
Microsoft
MSFT
+$447K

Top Sells

1
+$6.57M
2
+$6.14M
3
+$5.35M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.15M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.42M

Sector Composition

1 Financials 30.41%
2 Technology 19.97%
3 Communication Services 12.6%
4 Healthcare 8.88%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$420K 0.11%
980
52
$375K 0.1%
1,069
-1
53
$373K 0.1%
2,734
-165
54
$349K 0.1%
2,057
-1,200
55
$332K 0.09%
2,591
56
$328K 0.09%
7,028
57
$326K 0.09%
2,400
58
$320K 0.09%
1,680
-232
59
$313K 0.09%
4,434
60
$309K 0.08%
818
61
$302K 0.08%
5,923
62
$300K 0.08%
2,263
-1,196
63
$297K 0.08%
+2,300
64
$290K 0.08%
4,473
-85
65
$287K 0.08%
5,055
+155
66
$278K 0.08%
10,536
-900
67
$278K 0.08%
+1,602
68
$251K 0.07%
1,854
69
$251K 0.07%
+6,606
70
$234K 0.06%
3,022
+22
71
$233K 0.06%
3,659
72
$231K 0.06%
1,344
-4
73
$230K 0.06%
687
-19
74
$223K 0.06%
+3,980
75
$221K 0.06%
899
-153
1 2
3
4