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

Top Buys

1
+$974K
2
+$954K
3
+$827K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$517K
5
BAC icon
Bank of America
BAC
+$251K

Top Sells

1
+$373K
2
+$319K
3
+$261K
4
GE icon
GE Aerospace
GE
+$221K
5
KO icon
Coca-Cola
KO
+$220K

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 0.05%
1,906
78
$207K 0.05%
+516
79
$172K 0.04%
10,762
+21
80
$76.8K 0.02%
+16,174
81
$71.6K 0.02%
316
82
– –
-2,891
83
– –
-13
84
– –
-3,549
1 2 3
4