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
$354M
AUM Growth
-$446K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$7.59M
3
+$2.33M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.18M
5
AMZN icon
Amazon
AMZN
+$1.68M

Top Sells

1
+$917K
2
+$443K
3
+$407K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$272K
5
NEM icon
Newmont
NEM
+$262K

Sector Composition

1 Financials 27.35%
2 Technology 20.18%
3 Communication Services 16.08%
4 Healthcare 10.35%
5 Consumer Discretionary 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$65K 0.02%
23,980
77
$6K ﹤0.01%
+600
78
– –
-2,970
79
– –
-100
80
– –
0
81
– –
-2,300
82
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0
83
– –
-47,336
84
– –
-316
85
– –
-4,407
1 2 3
4