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
$977M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$8.7M
3
+$1.56M
4
UBER icon
Uber
UBER
+$1.11M
5
ANGX
Angel Studios
ANGX
+$971K

Top Sells

1
+$7.52M
2
+$6.21M
3
+$4.52M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.06M
5
NVDA icon
NVIDIA
NVDA
+$1.56M

Sector Composition

1 Technology 28.52%
2 Communication Services 21.19%
3 Financials 19.19%
4 Consumer Discretionary 9.65%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCIT icon
76
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.7B
$305K 0.03%
3,642
-417
FNV icon
77
Franco-Nevada
FNV
$50.8B
$298K 0.03%
1,437
XLV icon
78
State Street Health Care Select Sector SPDR ETF
XLV
$39.9B
$292K 0.03%
1,889
TEL icon
79
TE Connectivity
TEL
$58.1B
$286K 0.03%
1,256
+6
GE icon
80
GE Aerospace
GE
$322B
$285K 0.03%
925
-176
CMI icon
81
Cummins
CMI
$74.4B
$281K 0.03%
550
+2
PFE icon
82
Pfizer
PFE
$153B
$277K 0.03%
11,123
-1,597
PH icon
83
Parker-Hannifin
PH
$114B
$268K 0.03%
305
-15
CMCSA icon
84
Comcast
CMCSA
$109B
$268K 0.03%
8,956
+395
SRE icon
85
Sempra
SRE
$60.9B
$265K 0.03%
3,000
SLV icon
86
iShares Silver Trust
SLV
$43.3B
$253K 0.03%
+3,930
FCX icon
87
Freeport-McMoran
FCX
$85.1B
$250K 0.03%
4,926
-500
CB icon
88
Chubb
CB
$129B
$247K 0.03%
790
+9
HWC icon
89
Hancock Whitney
HWC
$5.07B
$244K 0.03%
3,828
KMB icon
90
Kimberly-Clark
KMB
$32.5B
$242K 0.02%
2,400
SPYM
91
State Street SPDR Portfolio S&P 500 ETF
SPYM
$105B
$237K 0.02%
2,956
-12
T icon
92
AT&T
T
$192B
$229K 0.02%
9,238
+117
TPG icon
93
TPG
TPG
$6.26B
$223K 0.02%
3,500
DVY icon
94
iShares Select Dividend ETF
DVY
$22B
$213K 0.02%
1,511
GEV icon
95
GE Vernova
GEV
$224B
$205K 0.02%
314
-185
TCOM icon
96
Trip.com Group
TCOM
$33.9B
$204K 0.02%
2,830
ASML icon
97
ASML
ASML
$521B
$202K 0.02%
+189
CINF icon
98
Cincinnati Financial
CINF
$25.6B
$202K 0.02%
+1,238
PDSB icon
99
PDS Biotechnology
PDSB
$35.8M
$57.7K 0.01%
75,016
MVIS icon
100
Microvision
MVIS
$162M
$21.7K ﹤0.01%
+26,230
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