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
$362M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$4.86M
3
+$1.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$804K
5
MSFT icon
Microsoft
MSFT
+$447K

Top Sells

1
+$6.57M
2
+$6.14M
3
+$5.35M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.15M
5
JNJ icon
Johnson & Johnson
JNJ
+$1.42M

Sector Composition

1 Financials 30.41%
2 Technology 19.97%
3 Communication Services 12.6%
4 Healthcare 8.88%
5 Consumer Discretionary 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.06%
+5,511
77
$207K 0.06%
21,980
-2,000
78
$201K 0.05%
+2,401
79
$193K 0.05%
10,486
+56
80
$172K 0.05%
37,279
81
$132K 0.04%
+11,364
82
$47.1K 0.01%
+12,650
83
– –
-10,422
84
– –
-12,522
85
– –
-969
86
– –
-600
1 2 3
4