IGGA
Iron Gate Global Advisors Portfolio holdings
AUM
$897M
This Quarter Return
+20.12%
1 Year Return
+28.96%
3 Year Return
+130.44%
5 Year Return
+193.74%
10 Year Return
–
AUM
$205M
AUM Growth
+$205M
(+44%)
Cap. Flow
+$35.3M
Cap. Flow
% of AUM
17.24%
Top 10 Holdings %
Top 10 Hldgs %
65.42%
Holding
91
New
37
Increased
23
Reduced
16
Closed
6
Top Buys
| 1 |
Alibaba
BABA
|
$5.11M |
| 2 |
Microsoft
MSFT
|
$3.25M |
| 3 |
RTX Corp
RTX
|
$3.13M |
| 4 |
HealthEquity
HQY
|
$2.89M |
| 5 |
Johnson & Johnson
JNJ
|
$1.97M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.97M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$1.07M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$1.05M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$951K |
| 5 |
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% |
