IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $977M
1-Year Est. Return 29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$897M
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$15.3M
3
+$10.9M
4
AXP icon
American Express
AXP
+$6.94M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$6.69M

Top Sells

1
+$10.2M
2
+$8.02M
3
+$1.76M
4
HQY icon
HealthEquity
HQY
+$1.57M
5
CARR icon
Carrier Global
CARR
+$850K

Sector Composition

1 Technology 30.8%
2 Communication Services 20.43%
3 Financials 19.66%
4 Consumer Discretionary 9.84%
5 Industrials 3.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$452K 0.05%
5,447
-6,817
52
$446K 0.05%
18,384
+5,687
53
$441K 0.05%
2,180
54
$408K 0.05%
+1,405
55
$400K 0.04%
9,796
56
$399K 0.04%
+1,616
57
$398K 0.04%
1,822
+93
58
$389K 0.04%
2,889
+1,000
59
$382K 0.04%
671
+2
60
$362K 0.04%
2,860
61
$359K 0.04%
2,421
62
$357K 0.04%
1,571
+47
63
$331K 0.04%
2,351
+254
64
$321K 0.04%
10,178
+2,850
65
$312K 0.03%
2,400
66
$311K 0.03%
399
+44
67
$306K 0.03%
8,561
-3
68
$291K 0.03%
+549
69
$267K 0.03%
5,760
70
$260K 0.03%
419
-109
71
$259K 0.03%
950
-759
72
$257K 0.03%
3,500
73
$254K 0.03%
+5,361
74
$236K 0.03%
1,437
-40
75
$235K 0.03%
5,426
1 2
3
4 5