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
$355M
AUM Growth
-$77.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$1.56M
3
+$1.5M
4
MSFT icon
Microsoft
MSFT
+$1.48M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.32M

Top Sells

1
+$11.3M
2
+$658K
3
+$574K
4
VUG icon
Vanguard Growth ETF
VUG
+$493K
5
CRWD icon
CrowdStrike
CRWD
+$405K

Sector Composition

1 Financials 26.88%
2 Technology 20.32%
3 Communication Services 15.75%
4 Healthcare 10.86%
5 Consumer Discretionary 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$128K 0.04%
10,422
77
$69K 0.02%
23,980
78
$51K 0.01%
+12,650
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