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
$205M
AUM Growth
+$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$3.25M
3
+$2.89M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.97M
5
RTX icon
RTX Corp
RTX
+$1.82M

Top Sells

1
+$1.97M
2
+$1.07M
3
+$1.05M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$951K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$910K

Sector Composition

1 Financials 20.41%
2 Technology 16.45%
3 Communication Services 15.01%
4 Healthcare 14.03%
5 Consumer Discretionary 13.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$211K 0.1%
+2,605
77
$209K 0.1%
+4,091
78
$203K 0.1%
+7,546
79
$203K 0.1%
+3,223
80
$159K 0.08%
+437
81
$131K 0.06%
18,230
-7,640
82
$68K 0.03%
+19,899
83
$52K 0.03%
17,090
84
$27K 0.01%
+13,192
85
– –
-12,991
86
– –
-7,942
87
– –
-13,113
88
– –
0
89
– –
-7,654
90
– –
-28,518
91
– –
-4,076
1 2 3
4