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
$709M
AUM Growth
+$61.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$8.55M
3
+$3.96M
4
BILL icon
BILL Holdings
BILL
+$2.72M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.25M

Top Sells

1
+$24.7M
2
+$2.72M
3
+$1.04M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$391K
5
PDSB icon
PDS Biotechnology
PDSB
+$287K

Sector Composition

1 Technology 26.91%
2 Financials 21.32%
3 Communication Services 20.35%
4 Consumer Discretionary 10.88%
5 Industrials 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$662K 0.09%
11,408
-6,745
52
$623K 0.09%
+6,749
53
$611K 0.09%
1,827
-89
54
$606K 0.09%
1,125
-1
55
$520K 0.07%
2,148
+105
56
$513K 0.07%
23,642
-1,147
57
$477K 0.07%
11,929
-1,281
58
$476K 0.07%
5,207
-29,756
59
$474K 0.07%
1,385
60
$420K 0.06%
2,180
61
$415K 0.06%
980
62
$341K 0.05%
12,687
+1,910
63
$330K 0.05%
4,365
64
$326K 0.05%
5,760
-136
65
$325K 0.05%
8,667
66
$325K 0.05%
2,421
-110
67
$316K 0.04%
2,412
+12
68
$311K 0.04%
529
-78
69
$305K 0.04%
2,521
70
$302K 0.04%
2,300
71
$299K 0.04%
1,512
+24
72
$263K 0.04%
3,000
73
$263K 0.04%
2,092
74
$263K 0.04%
5,230
+500
75
$258K 0.04%
1,157
1 2
3
4