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
$647M
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.63M
3
+$2.2M
4
AMZN icon
Amazon
AMZN
+$2.09M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.06M

Top Sells

1
+$4M
2
+$1.04M
3
+$935K
4
CARR icon
Carrier Global
CARR
+$854K
5
OTIS icon
Otis Worldwide
OTIS
+$652K

Sector Composition

1 Technology 25.49%
2 Financials 22.24%
3 Communication Services 19.99%
4 Consumer Discretionary 10.17%
5 Consumer Staples 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$479K 0.07%
1,831
+364
52
$431K 0.07%
2,500
53
$414K 0.06%
2,521
+36
54
$413K 0.06%
2,180
-52
55
$409K 0.06%
980
56
$388K 0.06%
1,385
+155
57
$362K 0.06%
8,667
-99
58
$354K 0.05%
2,531
59
$353K 0.05%
4,365
60
$350K 0.05%
607
+181
61
$341K 0.05%
2,400
62
$327K 0.05%
2,300
63
$323K 0.05%
6,357
-170
64
$314K 0.05%
508
-70
65
$312K 0.05%
10,777
-1,991
66
$312K 0.05%
1,652
67
$305K 0.05%
5,896
68
$304K 0.05%
6,081
69
$287K 0.04%
75,016
70
$282K 0.04%
7,431
-400
71
$270K 0.04%
1,367
72
$270K 0.04%
2,266
-200
73
$258K 0.04%
1,488
74
$251K 0.04%
3,000
75
$247K 0.04%
5,055
1 2
3
4