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
$453M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$997K
3
+$822K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$540K
5
TSLA icon
Tesla
TSLA
+$311K

Top Sells

1
+$382K
2
+$355K
3
+$285K
4
V icon
Visa
V
+$228K
5
GE icon
GE Aerospace
GE
+$221K

Sector Composition

1 Financials 25.94%
2 Technology 23.86%
3 Communication Services 18.61%
4 Consumer Discretionary 10.49%
5 Healthcare 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$209K 0.05%
+469
77
$208K 0.04%
1,906
78
$207K 0.04%
+516
79
$172K 0.04%
10,762
+21
80
$76.8K 0.02%
+16,174
81
$71.6K 0.02%
12,650
82
– –
-2,891
83
– –
-13
84
– –
-3,549
1 2 3
4