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

Top Buys

1
+$12.6M
2
+$7.58M
3
+$2.07M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.05M
5
AMZN icon
Amazon
AMZN
+$1.5M

Top Sells

1
+$917K
2
+$470K
3
+$407K
4
SDY icon
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
– –
-4,407
82
– –
-2,300
83
– –
0
84
– –
-47,336
85
– –
-12,650
1 2 3
4