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
$453M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$997K
3
+$822K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$540K
5
TSLA icon
Tesla
TSLA
+$311K

Top Sells

1
+$382K
2
+$355K
3
+$285K
4
V icon
Visa
V
+$228K
5
GE icon
GE Aerospace
GE
+$221K

Sector Composition

1 Financials 25.94%
2 Technology 23.86%
3 Communication Services 18.61%
4 Consumer Discretionary 10.49%
5 Healthcare 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$442K 0.1%
2,093
-41
52
$429K 0.09%
3,769
-78
53
$423K 0.09%
1,039
54
$397K 0.09%
980
55
$390K 0.08%
2,734
56
$380K 0.08%
5,936
57
$377K 0.08%
75,016
58
$367K 0.08%
2,057
59
$359K 0.08%
2,591
60
$345K 0.07%
3,980
-20
61
$338K 0.07%
2,447
62
$327K 0.07%
10,490
-294
63
$323K 0.07%
6,816
64
$311K 0.07%
+1,189
65
$311K 0.07%
37,279
66
$297K 0.06%
1,262
67
$290K 0.06%
4,434
68
$288K 0.06%
1,363
-76
69
$283K 0.06%
2,300
70
$275K 0.06%
8,236
-1,100
71
$267K 0.06%
+1,630
72
$264K 0.06%
6,606
73
$231K 0.05%
5,055
-818
74
$218K 0.05%
3,000
75
$214K 0.05%
+1,245
1 2
3
4