IGGA

Iron Gate Global Advisors Portfolio holdings

AUM $963M
1-Year Est. Return 32.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.99%
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%
+316
79
– –
-515
80
– –
-1,277
81
– –
-4,100
82
– –
-2,976
83
– –
-1,100
84
– –
-1,779
85
– –
-1,611
86
– –
-6,113
87
– –
-10,308
88
– –
-499
89
– –
0
90
– –
-3,534
91
– –
-2,513
92
– –
-2,425
93
– –
-2,325
94
– –
-7,649
95
– –
-2,101
96
– –
-2,490
97
– –
0
98
– –
-1,199
1 2 3
4