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
$437M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.37M
3
+$815K
4
META icon
Meta Platforms (Facebook)
META
+$623K
5
RTX icon
RTX Corp
RTX
+$613K

Top Sells

1
+$584K
2
+$542K
3
+$526K
4
MSFT icon
Microsoft
MSFT
+$460K
5
JNJ icon
Johnson & Johnson
JNJ
+$403K

Sector Composition

1 Financials 26.54%
2 Technology 22.38%
3 Communication Services 19.83%
4 Consumer Discretionary 10.35%
5 Healthcare 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$413K 0.09%
2,032
-61
52
$405K 0.09%
+8,839
53
$391K 0.09%
+8,721
54
$377K 0.08%
75,016
55
$377K 0.08%
980
56
$366K 0.08%
3,562
-207
57
$366K 0.08%
2,734
58
$356K 0.08%
2,057
59
$343K 0.08%
5,896
-40
60
$322K 0.07%
2,592
+1
61
$299K 0.07%
10,490
62
$292K 0.07%
2,400
-47
63
$282K 0.06%
8,026
-210
64
$278K 0.06%
3,340
-640
65
$274K 0.06%
1,210
-52
66
$272K 0.06%
+5,471
67
$263K 0.06%
667
-372
68
$262K 0.06%
2,300
69
$261K 0.06%
4,434
70
$259K 0.06%
+2,892
71
$257K 0.06%
1,630
72
$247K 0.06%
6,606
73
$245K 0.06%
994
-195
74
$230K 0.05%
+5,511
75
$228K 0.05%
1,198
-165
1 2
3
4